See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339 | $29,660-98.9% | $56,411-99.4% | $80,856-99.6% |
| Participation rate | 78.2% | 41.6%+36.6pp | 52.5%+25.7pp | 67.6%+10.6pp |
| Annual return | 103.89% | 35.23%+68.7pp | 1701.33%-1597.4pp | 35.59%+68.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $365 | $1,226-70.2% | $1,952-81.3% | $4,296-91.5% |
| Admin fee / account holder | $26 | $2,428-98.9% | $2,829-99.1% | $6,918-99.6% |