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 | $14,995 | $72,071-79.2% | $68,368-78.1% | $137,256-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.58% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,921 | $2,788+112.4% | $2,649+123.5% | $4,156+42.5% |
| Participant deferral / active EE | $15,489 | $4,410+251.2% | $4,123+275.7% | $6,407+141.8% |
| Admin fee / account holder | $61 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |