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 | $106,749-8.0% | $145,433-32.5% | $82,448+19.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.57% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $6,670 | $3,444+93.7% | $4,554+46.5% | $2,551+161.5% |
| Participant deferral / active EE | $4,946 | $6,519-24.1% | $7,897-37.4% | $4,139+19.5% |
| Admin fee / account holder | $196 | $8,390-97.7% | $13,129-98.5% | $7,234-97.3% |