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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,883 | $69,518-72.8% | $59,878-68.5% | $135,375-86.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | 1.22% | 7.94%-6.7pp | 3.46%-2.2pp | 519.73%-518.5pp |
| Employer contribution / active EE | $3,571 | $3,235+10.4% | $2,722+31.2% | $4,779-25.3% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $110 | $5,734-98.1% | $3,590-96.9% | $10,827-99.0% |