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 | $0 | $63,710-100.0% | $142,309-100.0% | $63,710-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 66.7%-66.7pp | 75.2%-75.2pp |
| Annual return | 11.77% | 3.90%+7.9pp | -3.16%+14.9pp | 3.90%+7.9pp |
| Employer contribution / active EE | $0 | $6,662-100.0% | $12,910-100.0% | $6,662-100.0% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $0 | $2,030-100.0% |
| Admin fee / account holder | $0 | $2,967-100.0% | $77-100.0% | $2,967-100.0% |