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.
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 | $98,455 | $88,751+10.9% | $81,812+20.3% | $145,922-32.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.55% | 1025.40%-1006.9pp | 773.79%-755.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $5,146 | $3,083+66.9% | $2,912+76.7% | $4,660+10.4% |
| Participant deferral / active EE | $6,204 | $4,643+33.6% | $4,319+43.7% | $6,688-7.2% |
| Admin fee / account holder | $275 | $8,415-96.7% | $7,386-96.3% | $13,397-97.9% |