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 | $41,866 | $104,974-60.1% | $95,585-56.2% | $142,382-70.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.39% | 210.33%-196.9pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $16,032 | $2,779+477.0% | $2,527+534.5% | $4,299+272.9% |
| Participant deferral / active EE | $4,769 | $4,352+9.6% | $4,023+18.6% | $6,507-26.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |