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.
See the 9-year trajectory. $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.
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 | $9,808 | $85,202-88.5% | $172,739-94.3% | $72,985-86.6% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.1pp |
| Annual return | 25.08% | 27.32%-2.2pp | 802.84%-777.8pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,475 | $3,324-55.6% | $5,143-71.3% | $2,440-39.6% |
| Participant deferral / active EE | $1,676 | $3,260-48.6% | $5,198-67.7% | $3,607-53.5% |
| Admin fee / account holder | $104 | $5,884-98.2% | $13,954-99.3% | $5,124-98.0% |