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 7-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 | $19,343 | $167,307-88.4% | $143,757-86.5% | $134,475-85.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.86% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,530 | $5,619-55.0% | $4,951-48.9% | $4,740-46.6% |
| Participant deferral / active EE | $27,000 | $6,446+318.9% | $5,637+379.0% | $6,400+321.9% |
| Admin fee / account holder | $109 | $18,088-99.4% | $14,673-99.3% | $11,426-99.0% |