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 | $65,683 | $74,616-12.0% | $90,404-27.3% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | 17.18% | 7.61%+9.6pp | 1293.02%-1275.8pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,262-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,963-100.0% | - |
| Admin fee / account holder | $196 | $4,675-95.8% | $5,611-96.5% | - |