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 8-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 | $10,777 | $76,738-86.0% | $56,411-80.9% | $145,922-92.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.45% | 2994.23%-2984.8pp | 1701.33%-1691.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,092 | $1,380-20.9% | $1,039+5.1% | $4,660-76.6% |
| Participant deferral / active EE | $3,029 | $2,623+15.5% | $1,952+55.2% | $6,688-54.7% |
| Admin fee / account holder | $265 | $3,334-92.0% | $2,829-90.6% | $13,397-98.0% |