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 | $17,384 | $60,124-71.1% | $90,404-80.8% | $79,858-78.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 26.15% | 71.94%-45.8pp | 1293.02%-1266.9pp | 31.71%-5.6pp |
| Employer contribution / active EE | $349 | $2,068-83.1% | $3,262-89.3% | $2,471-85.9% |
| Participant deferral / active EE | $2,414 | $2,938-17.9% | $3,963-39.1% | $3,740-35.5% |
| Admin fee / account holder | $80 | $3,976-98.0% | $5,611-98.6% | $5,306-98.5% |