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 | $88,360-82.0% | $145,433-89.1% | $67,986-76.6% |
| Participation rate | 85.8% | 65.5%+20.4pp | 82.1%+3.7pp | 57.2%+28.6pp |
| Annual return | 536.33% | 63.15%+473.2pp | 66.58%+469.8pp | 31.67%+504.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,908 | $5,932-51.0% | $7,897-63.2% | $3,358-13.4% |
| Admin fee / account holder | $265 | $3,313-92.0% | $13,129-98.0% | $3,203-91.7% |