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.
See 1 actuary disclosure. $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 | $785,698-100.0% | $694,382-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.1%-77.1pp | 83.5%-83.5pp |
| Annual return | 5.87% | 9.34%-3.5pp | 9.66%-3.8pp | 10.35%-4.5pp |
| Employer contribution / active EE | $0 | $27,225-100.0% | $25,660-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $1,297-100.0% | $1,431-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $18,173-100.0% | $15,543-100.0% | $48,677-100.0% |