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 | $36,341 | $100,852-64.0% | $90,404-59.8% | $158,922-77.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.35% | 1724.20%-1704.9pp | 1293.02%-1273.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $6,737 | $3,689+82.6% | $3,262+106.5% | $4,761+41.5% |
| Participant deferral / active EE | $7,260 | $4,348+67.0% | $3,963+83.2% | $5,982+21.4% |
| Admin fee / account holder | $231 | $6,501-96.4% | $5,611-95.9% | $11,246-97.9% |