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 8-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 | $28,664 | $81,900-65.0% | $119,609-76.0% | $68,494-58.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.78% | -23.82%+9.0pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $7,659 | $2,693+184.3% | $4,232+81.0% | $2,596+195.0% |
| Participant deferral / active EE | $3,792 | $4,148-8.6% | $5,602-32.3% | $4,027-5.8% |
| Admin fee / account holder | $161 | $6,582-97.6% | $10,323-98.4% | $5,403-97.0% |