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 | $22,310 | $85,766-74.0% | $136,294-83.6% | $70,131-68.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 49.21% | 31.45%+17.8pp | 5155.94%-5106.7pp | 73.14%-23.9pp |
| Employer contribution / active EE | $4,626 | $2,966+56.0% | $4,695-1.5% | $2,342+97.5% |
| Participant deferral / active EE | $4,809 | $5,051-4.8% | $6,247-23.0% | $3,332+44.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |