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 6-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.
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 | $8,434 | $80,717-89.6% | $154,803-94.6% | $84,808-90.1% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.1pp | 68.3%+19.9pp |
| Annual return | 109.68% | 37.96%+71.7pp | 58.88%+50.8pp | 40.90%+68.8pp |
| Employer contribution / active EE | $1,203 | $2,761-56.4% | $4,305-72.0% | $2,631-54.3% |
| Participant deferral / active EE | $2,411 | $3,303-27.0% | $5,540-56.5% | $4,212-42.8% |
| Admin fee / account holder | $177 | $6,746-97.4% | $14,329-98.8% | $7,344-97.6% |