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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,532 | $72,607-26.3% | $90,749-41.0% | $66,914-20.0% |
| Participation rate | 74.9% | 73.7%+1.2pp | 75.7%-0.8pp | 69.8%+5.1pp |
| Annual return | 681.29% | -12.28%+693.6pp | -12.16%+693.5pp | 1.58%+679.7pp |
| Employer contribution / active EE | $642 | $2,369-72.9% | $2,921-78.0% | $2,544-74.8% |
| Participant deferral / active EE | $892 | $3,977-77.6% | $4,564-80.5% | $4,237-79.0% |
| Admin fee / account holder | $214 | $707-69.8% | $8,445-97.5% | $593-64.0% |