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 | $26,718 | $65,685-59.3% | $57,179-53.3% | $273,961-90.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.34% | 21.99%-16.7pp | 14.59%-9.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,876 | $3,279+18.2% | $2,682+44.5% | $4,869-20.4% |
| Participant deferral / active EE | $6,156 | $3,782+62.8% | $3,096+98.8% | $5,287+16.4% |
| Admin fee / account holder | $251 | $4,835-94.8% | $3,139-92.0% | $10,132-97.5% |