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 | $35,914 | $198,466-81.9% | $170,442-78.9% | $147,584-75.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.05% | 257.29%-236.2pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $34,183 | $6,184+452.8% | $5,433+529.2% | $4,876+601.0% |
| Participant deferral / active EE | $34,343 | $5,629+510.1% | $4,939+595.3% | $5,439+531.5% |
| Admin fee / account holder | $195 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |