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 | $63,296 | $75,183-15.8% | $123,892-48.9% | $55,167+14.7% |
| Participation rate | 88.2% | 72.8%+15.4pp | 81.4%+6.8pp | 69.0%+19.2pp |
| Annual return | 8.55% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $991 | $2,823-64.9% | $4,617-78.5% | $1,963-49.5% |
| Participant deferral / active EE | $8,244 | $5,084+62.1% | $5,984+37.8% | $3,054+169.9% |
| Admin fee / account holder | $84 | $663-87.3% | $8,357-99.0% | $504-83.3% |