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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,336 | $34,934-79.0% | $56,411-87.0% | $74,495-90.2% |
| Participation rate | 86.2% | 32.8%+53.4pp | 52.5%+33.8pp | 67.2%+19.0pp |
| Annual return | 9.20% | 25.94%-16.7pp | 1701.33%-1692.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $367 | $609-39.7% | $1,039-64.7% | $2,623-86.0% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $28 | $2,364-98.8% | $2,829-99.0% | $1,942-98.6% |