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.
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 | $4,695 | $51,638-90.9% | $68,368-93.1% | $82,448-94.3% |
| Participation rate | 86.0% | 63.6%+22.4pp | 73.8%+12.2pp | 68.1%+17.9pp |
| Annual return | 13.86% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $511 | $2,047-75.0% | $2,649-80.7% | $2,551-80.0% |
| Participant deferral / active EE | $1,180 | $2,914-59.5% | $4,123-71.4% | $4,139-71.5% |
| Admin fee / account holder | $255 | $4,643-94.5% | $5,150-95.0% | $7,234-96.5% |