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 7-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,583-100.0% | $88,497-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 82.4%-82.4pp | 83.0%-83.0pp |
| Annual return | 153.28% | 5.68%+147.6pp | 7.63%+145.6pp | 41.45%+111.8pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |