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 | $62,992 | $179,726-65.0% | $156,263-59.7% | $142,382-55.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.54% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $10,288 | $5,069+103.0% | $4,333+137.4% | $4,299+139.3% |
| Participant deferral / active EE | $20,590 | $6,956+196.0% | $6,158+234.3% | $6,507+216.4% |
| Admin fee / account holder | $170 | $17,272-99.0% | $14,255-98.8% | $12,624-98.7% |