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.
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 | $6,454 | $41,078-84.3% | $80,569-92.0% | $71,457-91.0% |
| Participation rate | 96.0% | 50.2%+45.8pp | 67.0%+29.0pp | 67.9%+28.1pp |
| Annual return | 273.66% | 38.45%+235.2pp | 935.43%-661.8pp | 28.85%+244.8pp |
| Employer contribution / active EE | $2,379 | $1,506+58.0% | $2,723-12.6% | $2,588-8.0% |
| Participant deferral / active EE | $2,399 | $2,699-11.1% | $4,447-46.1% | $4,289-44.1% |
| Admin fee / account holder | $35 | $1,840-98.1% | $5,377-99.3% | $1,587-97.8% |