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 | $43,956 | $56,054-21.6% | $171,082-74.3% | $62,891-30.1% |
| Participation rate | 98.0% | 62.9%+35.1pp | 76.7%+21.3pp | 69.3%+28.7pp |
| Annual return | 6.71% | 22.52%-15.8pp | 32.56%-25.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $146 | $3,647-96.0% | $8,520-98.3% | $4,296-96.6% |