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 | $49,522 | $159,901-69.0% | $146,958-66.3% | $145,922-66.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.31% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $9,557 | $5,286+80.8% | $4,933+93.7% | $4,660+105.1% |
| Participant deferral / active EE | $4,746 | $8,428-43.7% | $8,070-41.2% | $6,688-29.0% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |