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 | $124,540 | $86,929+43.3% | $102,423+21.6% | $80,856+54.0% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.6%+23.1pp |
| Annual return | 63.96% | 18.88%+45.1pp | 29.32%+34.6pp | 35.59%+28.4pp |
| Employer contribution / active EE | $2,482 | $2,369+4.8% | $3,023-17.9% | $2,755-9.9% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6 | $8,049-99.9% | $9,451-99.9% | $6,918-99.9% |