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.
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 | $19,147 | $48,230-60.3% | $67,502-71.6% | $80,856-76.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.24% | 18.28%-1.0pp | 3512.12%-3494.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $958 | $2,020-52.6% | $2,731-64.9% | $2,755-65.2% |
| Participant deferral / active EE | $338 | $2,924-88.4% | $4,000-91.5% | $4,296-92.1% |
| Admin fee / account holder | $35 | $3,681-99.0% | $3,998-99.1% | $6,918-99.5% |