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 | $111,548 | $90,503+23.3% | $78,689+41.8% | $273,961-59.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 75.60%-66.8pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,017 | $3,176+26.5% | $2,851+40.9% | $4,869-17.5% |
| Participant deferral / active EE | $6,525 | $3,901+67.3% | $3,517+85.5% | $5,287+23.4% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |