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 8-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 | $42,367 | $159,901-73.5% | $146,958-71.2% | $145,922-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.32% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $5,746 | $5,286+8.7% | $4,933+16.5% | $4,660+23.3% |
| Participant deferral / active EE | $10,071 | $8,428+19.5% | $8,070+24.8% | $6,688+50.6% |
| Admin fee / account holder | $219 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |