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 | $31,606 | $80,753-60.9% | $136,294-76.8% | $62,292-49.3% |
| Participation rate | 91.3% | 73.5%+17.7pp | 81.9%+9.3pp | 69.5%+21.7pp |
| Annual return | 18.22% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $569 | $2,884-80.3% | $4,695-87.9% | $2,042-72.1% |
| Participant deferral / active EE | $3,273 | $5,164-36.6% | $6,247-47.6% | $3,169+3.3% |
| Admin fee / account holder | $110 | $525-79.0% | $9,243-98.8% | $479-77.0% |