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 3-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 | $1,071 | $31,310-96.6% | $53,898-98.0% | $74,304-98.6% |
| Participation rate | 75.2% | 30.7%+44.5pp | 55.0%+20.2pp | 60.3%+14.8pp |
| Annual return | 31.95% | 23.16%+8.8pp | 528.60%-496.7pp | 29.43%+2.5pp |
| Employer contribution / active EE | $260 | $450-42.3% | $932-72.2% | $2,241-88.4% |
| Participant deferral / active EE | $456 | $934-51.2% | $1,826-75.0% | $3,767-87.9% |
| Admin fee / account holder | $94 | $2,175-95.7% | $2,491-96.2% | $2,969-96.8% |