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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $135,057-100.0% | $98,716-100.0% | - |
| Participation rate | 0.0% | 54.8%-54.8pp | 69.3%-69.3pp | - |
| Annual return | -10.64% | 11.95%-22.6pp | 31.81%-42.5pp | - |
| Employer contribution / active EE | $0 | $831-100.0% | $2,279-100.0% | - |
| Participant deferral / active EE | $0 | $3,078-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $0 | $5,301-100.0% | $8,703-100.0% | - |