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 5-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.
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 | $15,753 | $55,415-71.6% | $155,509-89.9% | $74,495-78.9% |
| Participation rate | 87.0% | 61.9%+25.1pp | 78.2%+8.8pp | 67.2%+19.8pp |
| Annual return | 59.88% | 268.50%-208.6pp | 64.67%-4.8pp | 1364.94%-1305.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,672 | $2,836+64.7% | $5,626-17.0% | $4,346+7.5% |
| Admin fee / account holder | $149 | $1,738-91.5% | $15,912-99.1% | $1,942-92.4% |