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.
Participant 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 | $29,113 | $84,487-65.5% | $125,339-76.8% | $66,914-56.5% |
| Participation rate | 72.6% | 76.4%-3.8pp | 82.4%-9.8pp | 69.8%+2.8pp |
| Annual return | -15.19% | -8.39%-6.8pp | 572.05%-587.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,635 | $3,553-54.0% | $4,814-66.0% | $2,544-35.7% |
| Participant deferral / active EE | $2,347 | $6,781-65.4% | $7,446-68.5% | $4,237-44.6% |
| Admin fee / account holder | $255 | $685-62.8% | $10,010-97.5% | $593-57.0% |