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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,463 | $81,625-57.8% | $58,482-41.1% | $139,434-75.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.61% | 7404.20%-7390.6pp | 4239.32%-4225.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $485 | $1,398-65.3% | $1,053-53.9% | $4,751-89.8% |
| Participant deferral / active EE | $52 | $2,557-98.0% | $1,924-97.3% | $6,710-99.2% |
| Admin fee / account holder | $37 | $3,265-98.9% | $2,516-98.5% | $11,403-99.7% |