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 5-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.
Annual investment return 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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $832,720-100.0% | $832,720-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 0.01% | 7.05%-7.0pp | 7.07%-7.1pp | 13.91%-13.9pp |
| Employer contribution / active EE | $0 | $40,446-100.0% | $39,802-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $28,721-100.0% | $28,721-100.0% | $41,846-100.0% |