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 7-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 | $1,781 | $53,777-96.7% | $134,143-98.7% | $79,858-97.8% |
| Participation rate | 87.2% | 58.8%+28.4pp | 72.2%+15.0pp | 69.6%+17.6pp |
| Annual return | 63.59% | 19.01%+44.6pp | 36.33%+27.3pp | 31.71%+31.9pp |
| Employer contribution / active EE | $426 | $1,321-67.7% | $3,704-88.5% | $2,471-82.7% |
| Participant deferral / active EE | $1,136 | $2,420-53.1% | $3,499-67.5% | $3,740-69.6% |
| Admin fee / account holder | $30 | $3,984-99.2% | $6,684-99.5% | $5,306-99.4% |