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 | $15,585 | $117,381-86.7% | $99,443-84.3% | $152,861-89.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 26.55% | 31.87%-5.3pp | 30.72%-4.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $7,199 | $3,013+139.0% | $2,540+183.5% | $4,762+51.2% |
| Participant deferral / active EE | $22,079 | $4,086+440.4% | $3,619+510.1% | $5,850+277.4% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |