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 4-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 | $12,273 | $86,944-85.9% | $107,525-88.6% | $74,304-83.5% |
| Participation rate | 88.3% | 59.6%+28.8pp | 75.1%+13.3pp | 60.3%+28.0pp |
| Annual return | 37.81% | 23.52%+14.3pp | 181.32%-143.5pp | 29.43%+8.4pp |
| Employer contribution / active EE | $1,418 | $2,757-48.6% | $3,754-62.2% | $2,241-36.7% |
| Participant deferral / active EE | $3,075 | $3,554-13.5% | $5,116-39.9% | $3,767-18.4% |
| Admin fee / account holder | $61 | $3,727-98.4% | $8,919-99.3% | $2,969-98.0% |