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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,056 | $109,817-83.6% | $98,442-81.7% | $167,490-89.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.70% | 1956.69%-1932.0pp | 1492.73%-1468.0pp | 478.56%-453.9pp |
| Employer contribution / active EE | $2,368 | $3,224-26.5% | $2,960-20.0% | $4,837-51.0% |
| Participant deferral / active EE | $1,500 | $4,673-67.9% | $4,276-64.9% | $6,341-76.3% |
| Admin fee / account holder | $13 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |