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 | $66,632 | $62,672+6.3% | $185,117-64.0% | $70,131-5.0% |
| Participation rate | 98.9% | 63.8%+35.1pp | 77.3%+21.6pp | 69.5%+29.3pp |
| Annual return | 24.97% | 40.79%-15.8pp | 40.50%-15.5pp | 73.14%-48.2pp |
| Employer contribution / active EE | $3,274 | $1,753+86.7% | $4,182-21.7% | $2,342+39.8% |
| Participant deferral / active EE | $5,400 | $3,272+65.1% | $5,045+7.0% | $3,332+62.1% |
| Admin fee / account holder | $149 | $3,932-96.2% | $8,159-98.2% | $4,645-96.8% |