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 | $10,062 | $52,953-81.0% | $172,739-94.2% | $65,185-84.6% |
| Participation rate | 72.0% | 66.2%+5.8pp | 82.6%-10.6pp | 70.2%+1.8pp |
| Annual return | 47.63% | 30.12%+17.5pp | 802.84%-755.2pp | 29.38%+18.3pp |
| Employer contribution / active EE | $1,029 | $2,190-53.0% | $5,143-80.0% | $2,177-52.7% |
| Participant deferral / active EE | $2,302 | $2,471-6.8% | $5,198-55.7% | $3,514-34.5% |
| Admin fee / account holder | $180 | $472-61.8% | $13,954-98.7% | $847-78.7% |