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 6-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 | $20,704 | $76,407-72.9% | $150,298-86.2% | $82,448-74.9% |
| Participation rate | 94.7% | 66.4%+28.3pp | 77.8%+16.9pp | 68.1%+26.6pp |
| Annual return | 20.27% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,257 | $2,614-51.9% | $4,154-69.7% | $2,551-50.7% |
| Participant deferral / active EE | $1,382 | $3,214-57.0% | $5,453-74.7% | $4,139-66.6% |
| Admin fee / account holder | $109 | $6,352-98.3% | $14,116-99.2% | $7,234-98.5% |