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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,516 | $46,869-79.7% | $122,332-92.2% | $70,131-86.4% |
| Participation rate | 75.9% | 58.2%+17.7pp | 71.6%+4.2pp | 69.5%+6.3pp |
| Annual return | 20.13% | 24.22%-4.1pp | 30.27%-10.1pp | 73.14%-53.0pp |
| Employer contribution / active EE | $362 | $1,288-71.9% | $4,050-91.1% | $2,342-84.5% |
| Participant deferral / active EE | $825 | $2,166-61.9% | $3,287-74.9% | $3,332-75.2% |
| Admin fee / account holder | $266 | $3,322-92.0% | $5,478-95.2% | $4,645-94.3% |