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 | $74,888-80.0% | $71,209-78.9% | $142,382-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.58% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,921 | $2,854+107.4% | $2,721+117.6% | $4,299+37.7% |
| Participant deferral / active EE | $15,489 | $4,454+247.7% | $4,175+271.0% | $6,507+138.0% |
| Admin fee / account holder | $61 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |