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 3-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 | $16,669 | $70,606-76.4% | $53,898-69.1% | $142,382-88.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.04% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,834 | $1,202+218.9% | $932+311.3% | $4,299-10.8% |
| Participant deferral / active EE | $15,193 | $2,364+542.7% | $1,826+731.9% | $6,507+133.5% |
| Admin fee / account holder | $38 | $2,852-98.7% | $2,491-98.5% | $12,624-99.7% |