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.
See 1 actuary disclosure. $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 | $0 | $110,850-100.0% | $139,743-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 22.6%-22.6pp | 12.6%-12.6pp |
| Annual return | 3.51% | 4.01%-0.5pp | 4.97%-1.5pp | 4.56%-1.1pp |
| Employer contribution / active EE | $0 | $8,726-100.0% | $29,721-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,927-100.0% | $3,369-100.0% | $1,711-100.0% |