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 | $0 | $87,168-100.0% | $98,907-100.0% | - |
| Participation rate | 0.0% | 73.1%-73.1pp | 76.0%-76.0pp | - |
| Annual return | -24.94% | 9.75%-34.7pp | 196.43%-221.4pp | - |
| Employer contribution / active EE | $0 | $2,509-100.0% | $2,689-100.0% | - |
| Participant deferral / active EE | $0 | $3,188-100.0% | $4,244-100.0% | - |
| Admin fee / account holder | $0 | $3,143-100.0% | $6,642-100.0% | - |