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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,803 | $64,307-77.0% | $57,343-74.2% | $125,391-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.88% | 25.12%-24.2pp | 24.39%-23.5pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,677 | $3,193-47.5% | $2,689-37.6% | $4,866-65.5% |
| Participant deferral / active EE | $276 | $3,848-92.8% | $3,162-91.3% | $5,352-94.9% |
| Admin fee / account holder | $144 | $5,242-97.3% | $3,356-95.7% | $9,540-98.5% |