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 | $49,888 | $104,907-52.4% | $84,611-41.0% | $152,861-67.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.88% | 373.79%-352.9pp | 258.74%-237.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $8,783 | $3,302+166.0% | $2,652+231.2% | $4,762+84.4% |
| Participant deferral / active EE | $21,249 | $4,688+353.3% | $3,899+445.0% | $5,850+263.2% |
| Admin fee / account holder | $16 | $6,241-99.7% | $4,912-99.7% | $11,596-99.9% |