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 3-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.
Participant 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 | $689 | $22,587-96.9% | $65,255-98.9% | $75,163-99.1% |
| Participation rate | 75.0% | 63.1%+11.9pp | 65.0%+10.0pp | 67.2%+7.8pp |
| Annual return | 602.97% | 71.03%+531.9pp | 47.35%+555.6pp | 160.62%+442.3pp |
| Employer contribution / active EE | $413 | $941-56.1% | $1,691-75.6% | $2,670-84.5% |
| Participant deferral / active EE | $535 | $1,695-68.5% | $2,831-81.1% | $4,125-87.0% |
| Admin fee / account holder | $28 | $1,876-98.5% | $4,112-99.3% | $5,651-99.5% |