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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $174,892-100.0% | $135,584-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 74.9%-74.9pp | 85.6%-85.6pp |
| Annual return | -75.97% | -8.84%-67.1pp | -6.29%-69.7pp | 396.79%-472.8pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $2,978-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $4,096-100.0% | $3,505-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $8,977-100.0% | $7,720-100.0% | $28,387-100.0% |