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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,967 | $65,365-63.3% | $92,893-74.2% | $72,985-67.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3098.31% | 42.10%+3056.2pp | 109.41%+2988.9pp | 81.00%+3017.3pp |
| Employer contribution / active EE | $3,200 | $2,594+23.4% | $3,653-12.4% | $2,440+31.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $91 | $4,251-97.9% | $5,794-98.4% | $5,124-98.2% |