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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,880 | $95,416-91.7% | $185,823-95.8% | $85,850-90.8% |
| Participation rate | 91.4% | 68.8%+22.6pp | 81.7%+9.7pp | 69.3%+22.0pp |
| Annual return | 13.86% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $999 | $3,423-70.8% | $5,568-82.1% | $3,952-74.7% |
| Admin fee / account holder | $99 | $7,213-98.6% | $16,237-99.4% | $6,260-98.4% |