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.
See 1 actuary disclosure. $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.
Annual investment return 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 | $0 | $335,518-100.0% | $727,807-100.0% | $335,518-100.0% |
| Participation rate | 0.0% | 61.0%-61.0pp | 79.1%-79.1pp | 61.0%-61.0pp |
| Annual return | 8.77% | 11.71%-2.9pp | 11.76%-3.0pp | 11.71%-2.9pp |
| Employer contribution / active EE | $0 | $12,554-100.0% | $20,120-100.0% | $12,554-100.0% |
| Participant deferral / active EE | $0 | $1,778-100.0% | $1,216-100.0% | $1,778-100.0% |
| Admin fee / account holder | $0 | $6,926-100.0% | $7,460-100.0% | $6,926-100.0% |