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 6-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 | $34,407 | $110,257-68.8% | $96,544-64.4% | $139,434-75.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.52% | 26.32%-19.8pp | 25.84%-19.3pp | 372.94%-366.4pp |
| Employer contribution / active EE | $1,516 | $3,620-58.1% | $2,965-48.9% | $4,751-68.1% |
| Participant deferral / active EE | $30,000 | $5,548+440.8% | $4,851+518.4% | $6,710+347.1% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |