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.
Annual investment return 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 | $36,390 | $94,625-61.5% | $116,228-68.7% | $84,808-57.1% |
| Participation rate | 89.5% | 70.4%+19.0pp | 74.6%+14.9pp | 68.3%+21.2pp |
| Annual return | 9.72% | 20.40%-10.7pp | 90.06%-80.3pp | 40.90%-31.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $246 | $10,091-97.6% | $11,989-97.9% | $7,344-96.6% |