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 7-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 | $13,319 | $55,415-76.0% | $155,509-91.4% | $74,495-82.1% |
| Participation rate | 81.1% | 61.9%+19.2pp | 78.2%+2.9pp | 67.2%+13.9pp |
| Annual return | 13.66% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,280 | $2,267-43.5% | $4,672-72.6% | $2,623-51.2% |
| Participant deferral / active EE | $3,035 | $2,836+7.0% | $5,626-46.1% | $4,346-30.2% |
| Admin fee / account holder | $244 | $1,738-86.0% | $15,912-98.5% | $1,942-87.4% |