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.
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 | $20,297 | $42,894-52.7% | $60,874-66.7% | $68,494-70.4% |
| Participation rate | 95.0% | 66.8%+28.2pp | 73.1%+21.9pp | 67.9%+27.1pp |
| Annual return | -13.79% | -13.98%+0.2pp | 16.90%-30.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,035 | $1,978-47.7% | $2,701-61.7% | $2,596-60.1% |
| Participant deferral / active EE | $4,148 | $2,867+44.7% | $3,817+8.7% | $4,027+3.0% |
| Admin fee / account holder | $292 | $3,101-90.6% | $3,224-91.0% | $5,403-94.6% |