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 9-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 | $36,658 | $117,983-68.9% | $101,794-64.0% | $142,382-74.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.92% | 36.92%-16.0pp | 30.53%-9.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,410 | $2,773-49.1% | $2,289-38.4% | $4,299-67.2% |
| Participant deferral / active EE | $15,813 | $4,714+235.5% | $4,084+287.2% | $6,507+143.0% |
| Admin fee / account holder | $75 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |