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 | $136,147 | $77,314+76.1% | $177,989-23.5% | $80,856+68.4% |
| Participation rate | 98.9% | 65.7%+33.2pp | 77.1%+21.8pp | 67.6%+31.3pp |
| Annual return | 29.90% | 18.09%+11.8pp | 294.48%-264.6pp | 35.59%-5.7pp |
| Employer contribution / active EE | $5,660 | $2,292+146.9% | $3,949+43.3% | $2,755+105.5% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $228 | $7,191-96.8% | $10,363-97.8% | $6,918-96.7% |