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.
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 | $2,407 | $52,293-95.4% | $178,490-98.7% | $73,409-96.7% |
| Participation rate | 96.4% | 65.3%+31.0pp | 81.9%+14.5pp | 72.2%+24.2pp |
| Annual return | 63273.54% | 34.75%+63238.8pp | 151.07%+63122.5pp | 59.29%+63214.2pp |
| Employer contribution / active EE | $112 | $1,735-93.5% | $5,011-97.8% | $2,234-95.0% |
| Participant deferral / active EE | $900 | $2,332-61.4% | $5,202-82.7% | $3,805-76.4% |
| Admin fee / account holder | $14 | $127-89.3% | $13,984-99.9% | $158-91.4% |