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 | $18,196 | $102,966-82.3% | $90,281-79.8% | $152,861-88.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.88% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $4,376 | $3,139+39.4% | $2,854+53.3% | $4,762-8.1% |
| Participant deferral / active EE | $13,283 | $4,281+210.2% | $3,885+241.9% | $5,850+127.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |