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.
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 | $55,403 | $96,484-42.6% | $156,263-64.5% | $74,304-25.4% |
| Participation rate | 76.6% | 67.7%+9.0pp | 78.9%-2.3pp | 60.3%+16.3pp |
| Annual return | 21.45% | 17.73%+3.7pp | 59.47%-38.0pp | 29.43%-8.0pp |
| Employer contribution / active EE | $2,208 | $2,528-12.7% | $4,333-49.0% | $2,241-1.5% |
| Participant deferral / active EE | $6,700 | $4,286+56.3% | $6,158+8.8% | $3,767+77.8% |
| Admin fee / account holder | $123 | $3,728-96.7% | $14,255-99.1% | $2,969-95.8% |