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 | $62,895 | $94,529-33.5% | $140,016-55.1% | $64,186-2.0% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -2.74% | 7.77%-10.5pp | 651.12%-653.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $689 | $3,812-81.9% | $5,606-87.7% | $2,381-71.1% |
| Participant deferral / active EE | $691 | $5,250-86.8% | $6,927-90.0% | $3,470-80.1% |
| Admin fee / account holder | $16 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |