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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,542 | $111,754-70.0% | $103,333-67.5% | $145,922-77.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.79% | 24.77%-20.0pp | 24.88%-20.1pp | 561.29%-556.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,096 | $5,619-62.7% | $5,057-58.6% | $6,688-68.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |