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 | $32,917 | $183,519-82.1% | $155,509-78.8% | $145,922-77.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.92% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.4pp |
| Employer contribution / active EE | $7,711 | $5,313+45.1% | $4,672+65.0% | $4,660+65.5% |
| Participant deferral / active EE | $21,212 | $6,462+228.2% | $5,626+277.0% | $6,688+217.2% |
| Admin fee / account holder | $246 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |