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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,804 | $99,957-80.2% | $149,696-86.8% | $73,488-73.1% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 2415.99% | 53.87%+2362.1pp | 276.60%+2139.4pp | 28.51%+2387.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,175 | $6,073+34.6% | $6,842+19.5% | $3,740+118.6% |
| Admin fee / account holder | $158 | $551-71.3% | $9,309-98.3% | $513-69.2% |