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 | $42,835 | $92,703-53.8% | $82,719-48.2% | $134,475-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.97% | 944.92%-957.9pp | 701.18%-714.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $9,254 | $3,274+182.7% | $3,009+207.5% | $4,740+95.2% |
| Participant deferral / active EE | $20,170 | $4,802+320.0% | $4,395+358.9% | $6,400+215.2% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |