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 | $47,631 | $157,256-69.7% | $141,162-66.3% | $152,861-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.44% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $30,659 | $5,261+482.8% | $4,735+547.5% | $4,762+543.8% |
| Participant deferral / active EE | $63,126 | $7,109+787.9% | $6,709+840.9% | $5,850+979.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |