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 9-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 | $29,311 | $54,541-46.3% | $78,778-62.8% | $70,131-58.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 103.21% | 21.07%+82.1pp | 35.62%+67.6pp | 73.14%+30.1pp |
| Employer contribution / active EE | $1,815 | $1,089+66.7% | $1,986-8.6% | $2,342-22.5% |
| Participant deferral / active EE | $2,489 | $2,210+12.6% | $2,958-15.9% | $3,332-25.3% |
| Admin fee / account holder | $138 | $3,709-96.3% | $5,134-97.3% | $4,645-97.0% |