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 | $5,684 | $57,590-90.1% | $86,233-93.4% | $82,448-93.1% |
| Participation rate | 95.6% | 57.9%+37.7pp | 69.0%+26.5pp | 68.1%+27.5pp |
| Annual return | 19.73% | 22.41%-2.7pp | 61.39%-41.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $543 | $1,655-67.2% | $2,504-78.3% | $2,551-78.7% |
| Participant deferral / active EE | $1,299 | $3,080-57.8% | $4,559-71.5% | $4,139-68.6% |
| Admin fee / account holder | $154 | $4,730-96.8% | $8,342-98.2% | $7,234-97.9% |