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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,844 | $159,901-53.2% | $146,958-49.1% | $145,922-48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.29% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $15,287 | $5,286+189.2% | $4,933+209.9% | $4,660+228.1% |
| Participant deferral / active EE | $43,503 | $8,428+416.2% | $8,070+439.1% | $6,688+550.5% |
| Admin fee / account holder | $74 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |