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 | $35,796 | $90,503-60.4% | $78,689-54.5% | $273,961-86.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.39% | 75.60%-70.2pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,500 | $3,176+73.2% | $2,851+92.9% | $4,869+13.0% |
| Participant deferral / active EE | $5,500 | $3,901+41.0% | $3,517+56.4% | $5,287+4.0% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |