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 10-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 | $56,546 | $53,127+6.4% | $86,590-34.7% | $70,131-19.4% |
| Participation rate | 99.0% | 65.3%+33.7pp | 73.5%+25.4pp | 69.5%+29.4pp |
| Annual return | 19.79% | 27.66%-7.9pp | 964.84%-945.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $3,420 | $2,068+65.4% | $2,839+20.5% | $2,342+46.0% |
| Participant deferral / active EE | $3,005 | $2,696+11.5% | $3,609-16.7% | $3,332-9.8% |
| Admin fee / account holder | $287 | $3,585-92.0% | $4,906-94.1% | $4,645-93.8% |