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 | $14,554 | $74,888-80.6% | $71,209-79.6% | $142,382-89.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.03% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,270 | $2,854-55.5% | $2,721-53.3% | $4,299-70.5% |
| Participant deferral / active EE | $6,761 | $4,454+51.8% | $4,175+61.9% | $6,507+3.9% |
| Admin fee / account holder | $29 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |