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 | $131,886 | $59,107+123.1% | $86,436+52.6% | $68,494+92.5% |
| Participation rate | 82.2% | 75.2%+7.0pp | 80.3%+1.9pp | 67.9%+14.3pp |
| Annual return | 6.70% | -0.23%+6.9pp | 4394.89%-4388.2pp | -7.84%+14.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $261 | $5,637-95.4% | $6,731-96.1% | $5,403-95.2% |