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 | $72,082 | $88,583-18.6% | $88,497-18.5% | $273,961-73.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.4%-2.4pp | 83.0%-3.0pp |
| Annual return | 4.35% | 5.68%-1.3pp | 7.63%-3.3pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $97 | $8,980-98.9% | $6,220-98.4% | $10,132-99.0% |