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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,942 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.45% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,410 | $5,619+31.9% | $4,951+49.7% | $4,740+56.3% |
| Participant deferral / active EE | $27,000 | $6,446+318.9% | $5,637+379.0% | $6,400+321.9% |
| Admin fee / account holder | $50 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |