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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,700 | $209,411-93.9% | $178,490-92.9% | $158,922-92.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.72% | 188.75%-153.0pp | 151.07%-115.3pp | 302.83%-267.1pp |
| Employer contribution / active EE | $20,443 | $5,706+258.2% | $5,011+308.0% | $4,761+329.4% |
| Participant deferral / active EE | $9,750 | $5,954+63.7% | $5,202+87.4% | $5,982+63.0% |
| Admin fee / account holder | $96 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |