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 5-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 | $31,300 | $51,197-38.9% | $82,719-62.2% | $66,914-53.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -11.95% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $3,579 | $2,611+37.1% | $3,009+18.9% | $2,544+40.7% |
| Participant deferral / active EE | $5,263 | $3,458+52.2% | $4,395+19.8% | $4,237+24.2% |
| Admin fee / account holder | $220 | $416-46.9% | $5,329-95.9% | $593-62.8% |