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 | $98,201 | $109,881-10.6% | $150,045-34.6% | $84,808+15.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.57% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $6,670 | $3,561+87.3% | $4,693+42.1% | $2,631+153.5% |
| Participant deferral / active EE | $4,946 | $6,636-25.5% | $7,997-38.2% | $4,212+17.4% |
| Admin fee / account holder | $196 | $8,568-97.7% | $13,435-98.5% | $7,344-97.3% |