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 | $24,251 | $46,869-48.3% | $122,332-80.2% | $70,131-65.4% |
| Participation rate | 92.5% | 58.2%+34.3pp | 71.6%+20.9pp | 69.5%+23.0pp |
| Annual return | 13.70% | 24.22%-10.5pp | 30.27%-16.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,926 | $1,288+49.5% | $4,050-52.5% | $2,342-17.8% |
| Participant deferral / active EE | $2,103 | $2,166-2.9% | $3,287-36.0% | $3,332-36.9% |
| Admin fee / account holder | $297 | $3,322-91.1% | $5,478-94.6% | $4,645-93.6% |