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.
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 | $11,784 | $59,263-80.1% | $96,562-87.8% | $79,386-85.2% |
| Participation rate | 91.7% | 61.9%+29.8pp | 69.8%+21.9pp | 70.7%+21.0pp |
| Annual return | 327.48% | 27.07%+300.4pp | 37.78%+289.7pp | 116.85%+210.6pp |
| Employer contribution / active EE | $658 | $1,216-45.9% | $2,356-72.1% | $2,427-72.9% |
| Participant deferral / active EE | $5,504 | $2,948+86.7% | $3,849+43.0% | $4,046+36.1% |
| Admin fee / account holder | $34 | $658-94.9% | $6,181-99.5% | $626-94.6% |