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 | $21,431 | $54,350-60.6% | $82,719-74.1% | $68,494-68.7% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -13.90% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,164 | $2,218-47.5% | $3,009-61.3% | $2,596-55.2% |
| Participant deferral / active EE | $3,791 | $3,246+16.8% | $4,395-13.7% | $4,027-5.9% |
| Admin fee / account holder | $201 | $4,395-95.4% | $5,329-96.2% | $5,403-96.3% |