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 10-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.
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 | $12,128 | $54,229-77.6% | $70,092-82.7% | $68,494-82.3% |
| Participation rate | 98.4% | 64.5%+34.0pp | 70.5%+28.0pp | 67.9%+30.5pp |
| Annual return | -9.36% | -13.87%+4.5pp | 190.73%-200.1pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,124 | $2,018+5.3% | $2,559-17.0% | $2,596-18.2% |
| Participant deferral / active EE | $675 | $2,956-77.2% | $3,849-82.5% | $4,027-83.2% |
| Admin fee / account holder | $32 | $4,694-99.3% | $6,267-99.5% | $5,403-99.4% |