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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,236 | $78,044-17.7% | $159,960-59.8% | $78,044-17.7% |
| Participation rate | 99.7% | 74.4%+25.3pp | 78.0%+21.8pp | 74.4%+25.3pp |
| Annual return | -2.88% | 10.87%-13.8pp | 408.60%-411.5pp | 10.87%-13.8pp |
| Employer contribution / active EE | $0 | $3,125-100.0% | $4,226-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $6,182-100.0% | $5,084-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $8,698-100.0% | $79-100.0% |