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 | $110,184 | $94,783+16.2% | $72,080+52.9% | $147,584-25.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 61.0%+39.0pp | 82.8%+17.2pp |
| Annual return | 16.91% | 34.14%-17.2pp | 33.09%-16.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,662 | $3,637-26.8% | $2,666-0.1% | $4,876-45.4% |
| Participant deferral / active EE | $19,800 | $6,183+220.2% | $4,691+322.1% | $5,439+264.1% |
| Admin fee / account holder | $8 | $984-99.2% | $977-99.2% | $10,885-99.9% |