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 9-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 | $42,445 | $64,119-33.8% | $112,228-62.2% | $66,914-36.6% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.1%+13.4pp | 69.8%+18.7pp |
| Annual return | -17.96% | -13.81%-4.2pp | 27.45%-45.4pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,002 | $3,005-0.1% | $3,635-17.4% | $2,544+18.0% |
| Participant deferral / active EE | $7,762 | $3,693+110.2% | $4,728+64.2% | $4,237+83.2% |
| Admin fee / account holder | $39 | $625-93.8% | $6,410-99.4% | $593-93.4% |