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 | $11,807 | $51,175-76.9% | $70,515-83.3% | $75,163-84.3% |
| Participation rate | 86.8% | 60.9%+25.9pp | 68.3%+18.5pp | 67.2%+19.7pp |
| Annual return | 3.33% | 30.02%-26.7pp | 32.77%-29.4pp | 160.62%-157.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $119 | $4,091-97.1% | $6,412-98.1% | $5,651-97.9% |