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 | $44,663 | $64,307-30.5% | $57,343-22.1% | $125,391-64.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.68% | 25.12%-24.4pp | 24.39%-23.7pp | 282.22%-281.5pp |
| Employer contribution / active EE | $4,845 | $3,193+51.7% | $2,689+80.2% | $4,866-0.4% |
| Participant deferral / active EE | $4,845 | $3,848+25.9% | $3,162+53.2% | $5,352-9.5% |
| Admin fee / account holder | $261 | $5,242-95.0% | $3,356-92.2% | $9,540-97.3% |