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.
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 | $8,486 | $55,472-84.7% | $155,567-94.5% | $74,546-88.6% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 27.08% | 268.72%-241.6pp | 64.74%-37.7pp | 1366.03%-1339.0pp |
| Employer contribution / active EE | $1,845 | $2,269-18.7% | $4,674-60.5% | $2,624-29.7% |
| Participant deferral / active EE | $3,489 | $2,838+22.9% | $5,628-38.0% | $4,347-19.8% |
| Admin fee / account holder | $242 | $1,743-86.1% | $15,916-98.5% | $1,944-87.5% |