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 5-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 | $10,259 | $158,398-93.5% | $126,539-91.9% | $142,382-92.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.00% | 593.76%-571.8pp | 425.95%-403.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $7,415 | $4,650+59.5% | $3,674+101.8% | $4,299+72.5% |
| Participant deferral / active EE | $21,155 | $4,767+343.8% | $4,083+418.2% | $6,507+225.1% |
| Admin fee / account holder | $198 | $6,918-97.1% | $6,065-96.7% | $12,624-98.4% |