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 8-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 | $19,532 | $91,190-78.6% | $178,490-89.1% | $79,858-75.5% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 21.52% | 24.19%-2.7pp | 151.07%-129.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $5,124 | $3,256+57.4% | $5,011+2.3% | $2,471+107.4% |
| Participant deferral / active EE | $2,984 | $3,236-7.8% | $5,202-42.6% | $3,740-20.2% |
| Admin fee / account holder | $194 | $6,751-97.1% | $13,984-98.6% | $5,306-96.3% |