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.
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 | $62,119 | $84,695-26.7% | $73,843-15.9% | $125,391-50.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.29% | 3123.53%-3120.2pp | 2267.84%-2264.5pp | 282.22%-278.9pp |
| Employer contribution / active EE | $35,693 | $3,123+1042.8% | $2,787+1180.5% | $4,866+633.5% |
| Participant deferral / active EE | $18,000 | $3,992+350.8% | $3,583+402.3% | $5,352+236.4% |
| Admin fee / account holder | $172 | $5,691-97.0% | $4,880-96.5% | $9,540-98.2% |