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 | $24,528 | $88,594-72.3% | $70,092-65.0% | $134,475-81.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.18% | 442.67%-460.8pp | 190.73%-208.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,133 | $3,233-65.0% | $2,559-55.7% | $4,740-76.1% |
| Participant deferral / active EE | $1,133 | $4,772-76.3% | $3,849-70.6% | $6,400-82.3% |
| Admin fee / account holder | $147 | $10,441-98.6% | $6,267-97.7% | $11,426-98.7% |