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 | $91,043 | $273,961-66.8% | $73,392+24.0% | $273,961-66.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 59.9%+40.1pp | 83.0%+17.0pp |
| Annual return | 7.82% | 41.45%-33.6pp | 19.19%-11.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,662 | $4,869-45.3% | $4,789-44.4% | $4,869-45.3% |
| Participant deferral / active EE | $18,900 | $5,287+257.5% | $5,472+245.4% | $5,287+257.5% |
| Admin fee / account holder | $10 | $10,132-99.9% | $512-98.0% | $10,132-99.9% |