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 5-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 | $45,189 | $79,171-42.9% | $102,423-55.9% | $74,495-39.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 40.58% | 54.93%-14.4pp | 29.32%+11.3pp | 1364.94%-1324.4pp |
| Employer contribution / active EE | $5,613 | $2,362+137.6% | $3,023+85.6% | $2,623+114.0% |
| Participant deferral / active EE | $11,919 | $4,415+170.0% | $5,053+135.9% | $4,346+174.3% |
| Admin fee / account holder | $248 | $2,001-87.6% | $9,451-97.4% | $1,942-87.2% |