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 | $18,283 | $105,998-82.8% | $92,233-80.2% | $147,584-87.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.11% | 50.05%-29.9pp | 176.28%-156.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,215 | $4,333-48.9% | $3,679-39.8% | $4,876-54.6% |
| Participant deferral / active EE | $12,595 | $4,478+181.3% | $3,897+223.2% | $5,439+131.6% |
| Admin fee / account holder | $255 | $6,332-96.0% | $5,194-95.1% | $10,885-97.7% |