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 | $49,896 | $105,181-52.6% | $159,436-68.7% | $85,850-41.9% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 20.45% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.1pp |
| Employer contribution / active EE | $5,516 | $3,318+66.2% | $4,829+14.2% | $2,565+115.0% |
| Participant deferral / active EE | $12,074 | $5,945+103.1% | $7,352+64.2% | $3,952+205.5% |
| Admin fee / account holder | $4 | $6,933-99.9% | $10,799-100.0% | $6,260-99.9% |