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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,722 | $136,307-37.1% | $177,821-51.8% | $73,488+16.6% |
| Participation rate | 88.0% | 86.1%+1.9pp | 87.7%+0.3pp | 70.7%+17.3pp |
| Annual return | 22.44% | 18.68%+3.8pp | 48.32%-25.9pp | 28.51%-6.1pp |
| Employer contribution / active EE | $181 | $3,712-95.1% | $5,918-96.9% | $2,270-92.0% |
| Participant deferral / active EE | $505 | $5,829-91.3% | $7,714-93.5% | $3,740-86.5% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |