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 6-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.
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 | $20,901 | $84,233-75.2% | $170,442-87.7% | $70,131-70.2% |
| Participation rate | 78.2% | 70.8%+7.4pp | 83.6%-5.4pp | 69.5%+8.6pp |
| Annual return | 14.32% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $719 | $3,387-78.8% | $5,433-86.8% | $2,342-69.3% |
| Participant deferral / active EE | $2,949 | $3,086-4.4% | $4,939-40.3% | $3,332-11.5% |
| Admin fee / account holder | $212 | $5,698-96.3% | $13,880-98.5% | $4,645-95.4% |