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 5-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 | $4,371 | $27,641-84.2% | $61,373-92.9% | $68,494-93.6% |
| Participation rate | 77.4% | 39.5%+37.9pp | 52.6%+24.9pp | 67.9%+9.5pp |
| Annual return | -0.89% | -13.24%+12.3pp | 338.61%-339.5pp | -7.84%+7.0pp |
| Employer contribution / active EE | $2,777 | $695+299.3% | $1,159+139.5% | $2,596+7.0% |
| Participant deferral / active EE | $331 | $1,263-73.8% | $2,125-84.4% | $4,027-91.8% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |