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 | $64,253 | $69,207-7.2% | $64,056+0.3% | $139,434-53.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.90% | 45.88%-32.0pp | 33.69%-19.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,795 | $3,182+82.1% | $2,747+111.0% | $4,751+22.0% |
| Participant deferral / active EE | $9,062 | $4,682+93.6% | $3,880+133.5% | $6,710+35.0% |
| Admin fee / account holder | $100 | $4,244-97.6% | $3,068-96.7% | $11,403-99.1% |