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 | $23,979 | $69,477-65.5% | $94,646-74.7% | $71,457-66.4% |
| Participation rate | 82.3% | 78.4%+3.9pp | 80.8%+1.5pp | 67.9%+14.4pp |
| Annual return | 185.31% | 29.66%+155.7pp | 156.71%+28.6pp | 28.85%+156.5pp |
| Employer contribution / active EE | $3,783 | $2,853+32.6% | $3,672+3.0% | $2,588+46.2% |
| Participant deferral / active EE | $5,012 | $7,345-31.8% | $7,418-32.4% | $4,289+16.9% |
| Admin fee / account holder | $194 | $1,210-84.0% | $7,231-97.3% | $1,587-87.8% |