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 | $104,639 | $159,602-34.4% | $150,045-30.3% | $142,382-26.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.05% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $15,206 | $4,961+206.5% | $4,693+224.0% | $4,299+253.7% |
| Participant deferral / active EE | $13,272 | $8,310+59.7% | $7,997+66.0% | $6,507+104.0% |
| Admin fee / account holder | $55 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |