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.
Employer contribution per participant 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 | $15,915 | $100,923-84.2% | $150,045-89.4% | $74,304-78.6% |
| Participation rate | 85.8% | 70.1%+15.8pp | 82.3%+3.5pp | 60.3%+25.5pp |
| Annual return | 536.33% | 51.77%+484.6pp | 62.55%+473.8pp | 29.43%+506.9pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,908 | $6,709-56.7% | $7,997-63.6% | $3,767-22.8% |
| Admin fee / account holder | $265 | $2,767-90.4% | $13,435-98.0% | $2,969-91.1% |