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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,605 | $70,428-92.0% | $96,562-94.2% | $85,850-93.5% |
| Participation rate | 94.9% | 61.8%+33.1pp | 69.8%+25.1pp | 69.3%+25.6pp |
| Annual return | 151.40% | 18.59%+132.8pp | 37.78%+113.6pp | 318.53%-167.1pp |
| Employer contribution / active EE | $2,191 | $1,413+55.0% | $2,356-7.0% | $2,565-14.6% |
| Participant deferral / active EE | $106 | $2,894-96.3% | $3,849-97.2% | $3,952-97.3% |
| Admin fee / account holder | $63 | $4,997-98.7% | $6,181-99.0% | $6,260-99.0% |