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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,200 | $88,360-94.1% | $145,433-96.4% | $67,986-92.4% |
| Participation rate | 86.4% | 65.5%+20.9pp | 82.1%+4.3pp | 57.2%+29.2pp |
| Annual return | 75.34% | 63.15%+12.2pp | 66.58%+8.8pp | 31.67%+43.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,840 | $5,932-35.3% | $7,897-51.4% | $3,358+14.3% |
| Admin fee / account holder | $298 | $3,313-91.0% | $13,129-97.7% | $3,203-90.7% |