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 6-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 | $65,632 | $179,726-63.5% | $156,263-58.0% | $142,382-53.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.20% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $25,643 | $5,069+405.9% | $4,333+491.8% | $4,299+496.5% |
| Participant deferral / active EE | $23,403 | $6,956+236.4% | $6,158+280.0% | $6,507+259.6% |
| Admin fee / account holder | $87 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |