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 9-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $505,629-100.0% | $505,629-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 42.2%-42.2pp | 39.0%-39.0pp | 39.2%-39.2pp |
| Annual return | 25.90% | 8.36%+17.5pp | 8.40%+17.5pp | 13.91%+12.0pp |
| Employer contribution / active EE | $0 | $40,567-100.0% | $39,312-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $38,466-100.0% | $38,466-100.0% | $41,846-100.0% |