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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,450 | $100,923-52.0% | $150,045-67.7% | $74,304-34.8% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.3%+8.1pp | 60.3%+30.1pp |
| Annual return | 203.61% | 51.77%+151.8pp | 62.55%+141.1pp | 29.43%+174.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,754 | $6,709+45.4% | $7,997+22.0% | $3,767+158.9% |
| Admin fee / account holder | $44 | $2,767-98.4% | $13,435-99.7% | $2,969-98.5% |