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.
Participant contribution per participant 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 | $26,094 | $159,934-83.7% | $147,005-82.2% | $145,959-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.39% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $1,350 | $5,287-74.5% | $4,934-72.6% | $4,661-71.0% |
| Participant deferral / active EE | $1,350 | $8,427-84.0% | $8,070-83.3% | $6,689-79.8% |
| Admin fee / account holder | $232 | $15,053-98.5% | $13,006-98.2% | $13,398-98.3% |