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 | $54,705-91.4% | $71,209-93.4% | $84,808-94.5% |
| Participation rate | 86.0% | 64.1%+21.9pp | 73.8%+12.2pp | 68.3%+17.7pp |
| Annual return | 13.86% | 35.90%-22.0pp | 282.51%-268.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $511 | $2,158-76.3% | $2,721-81.2% | $2,631-80.6% |
| Participant deferral / active EE | $1,180 | $3,030-61.0% | $4,175-71.7% | $4,212-72.0% |
| Admin fee / account holder | $255 | $4,863-94.8% | $5,349-95.2% | $7,344-96.5% |