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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,779 | $93,571-93.8% | $135,903-95.7% | $75,163-92.3% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 49.17% | 30.90%+18.3pp | 68.23%-19.1pp | 160.62%-111.4pp |
| Employer contribution / active EE | $1,231 | $3,537-65.2% | $4,856-74.6% | $2,670-53.9% |
| Participant deferral / active EE | $2,460 | $6,404-61.6% | $7,758-68.3% | $4,125-40.4% |
| Admin fee / account holder | $104 | $6,975-98.5% | $10,762-99.0% | $5,651-98.2% |