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 | $32,216 | $84,402-61.8% | $61,373-47.5% | $134,475-76.0% |
| Participation rate | 90.9% | 62.2%+28.7pp | 52.6%+38.3pp | 81.2%+9.7pp |
| Annual return | 1.20% | 584.55%-583.3pp | 338.61%-337.4pp | 417.96%-416.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $194 | $2,585-92.5% | $2,130-90.9% | $11,426-98.3% |