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 7-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 | $10,807 | $41,647-74.1% | $96,139-88.8% | $86,799-87.5% |
| Participation rate | 88.5% | 50.2%+38.3pp | 68.4%+20.1pp | 72.3%+16.3pp |
| Annual return | 81.92% | 27.24%+54.7pp | 191.94%-110.0pp | 97.91%-16.0pp |
| Employer contribution / active EE | $1,744 | $1,318+32.4% | $2,797-37.6% | $2,405-27.5% |
| Participant deferral / active EE | $3,943 | $2,412+63.4% | $4,349-9.3% | $4,131-4.6% |
| Admin fee / account holder | $105 | $169-38.2% | $5,537-98.1% | $170-38.3% |