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 | $127,273 | $183,519-30.6% | $155,509-18.2% | $145,922-12.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $50,341 | $5,313+847.6% | $4,672+977.4% | $4,660+980.4% |
| Participant deferral / active EE | $30,000 | $6,462+364.2% | $5,626+433.2% | $6,688+348.6% |
| Admin fee / account holder | $128 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |