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 | $154,811 | $109,881+40.9% | $150,045+3.2% | $84,808+82.5% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.4pp | 68.3%+18.4pp |
| Annual return | 19.70% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $7,367 | $3,561+106.9% | $4,693+57.0% | $2,631+180.0% |
| Participant deferral / active EE | $15,673 | $6,636+136.2% | $7,997+96.0% | $4,212+272.1% |
| Admin fee / account holder | $108 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |