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 | $13,772 | $45,035-69.4% | $62,995-78.1% | $70,131-80.4% |
| Participation rate | 95.2% | 69.5%+25.7pp | 74.8%+20.4pp | 69.5%+25.7pp |
| Annual return | 11.52% | 18.76%-7.2pp | 87.57%-76.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $293 | $2,834-89.7% | $3,600-91.9% | $4,645-93.7% |