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.
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 | $10,749 | $100,041-89.3% | $149,718-92.8% | $70,131-84.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 27.87% | 27.43%+0.4pp | 1501.63%-1473.8pp | 73.14%-45.3pp |
| Employer contribution / active EE | $3,122 | $3,662-14.7% | $5,445-42.7% | $2,342+33.3% |
| Participant deferral / active EE | $5,946 | $4,983+19.3% | $6,569-9.5% | $3,332+78.5% |
| Admin fee / account holder | $101 | $8,286-98.8% | $11,283-99.1% | $4,645-97.8% |