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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,611 | $156,846-86.9% | $121,098-83.0% | $139,434-85.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.13% | 1474.56%-1458.4pp | 985.75%-969.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,419 | $5,536-38.2% | $4,164-17.9% | $4,751-28.0% |
| Participant deferral / active EE | $7,324 | $4,844+51.2% | $4,080+79.5% | $6,710+9.2% |
| Admin fee / account holder | $22 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |