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 9-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 | $40,824 | $159,602-74.4% | $150,045-72.8% | $142,382-71.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.21% | 70.24%-41.0pp | 62.55%-33.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $8,332 | $4,961+68.0% | $4,693+77.5% | $4,299+93.8% |
| Participant deferral / active EE | $12,154 | $8,310+46.3% | $7,997+52.0% | $6,507+86.8% |
| Admin fee / account holder | $275 | $14,846-98.1% | $13,435-98.0% | $12,624-97.8% |