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 10-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 | $54,113 | $80,717-33.0% | $154,803-65.0% | $84,808-36.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.28% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,879 | $2,761+76.7% | $4,305+13.3% | $2,631+85.4% |
| Participant deferral / active EE | $2,570 | $3,303-22.2% | $5,540-53.6% | $4,212-39.0% |
| Admin fee / account holder | $292 | $6,746-95.7% | $14,329-98.0% | $7,344-96.0% |