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.
Annual investment return 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 | $3,279 | $49,922-93.4% | $80,569-95.9% | $75,163-95.6% |
| Participation rate | 94.7% | 55.3%+39.4pp | 67.0%+27.7pp | 67.2%+27.5pp |
| Annual return | 13.36% | 34.69%-21.3pp | 935.43%-922.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $902 | $1,698-46.9% | $2,723-66.9% | $2,670-66.2% |
| Participant deferral / active EE | $1,552 | $2,990-48.1% | $4,447-65.1% | $4,125-62.4% |
| Admin fee / account holder | $290 | $3,577-91.9% | $5,377-94.6% | $5,651-94.9% |