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 | $14,128 | $69,207-79.6% | $64,056-77.9% | $139,434-89.9% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 15.43% | 45.88%-30.5pp | 33.69%-18.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,477 | $3,182-53.6% | $2,747-46.2% | $4,751-68.9% |
| Participant deferral / active EE | $7,157 | $4,682+52.9% | $3,880+84.4% | $6,710+6.7% |
| Admin fee / account holder | $3 | $4,244-99.9% | $3,068-99.9% | $11,403-100.0% |