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 | $178,174-64.6% | $156,181-59.7% | $137,256-54.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.54% | 84.19%-66.6pp | 64.87%-47.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $10,288 | $4,972+106.9% | $4,294+139.6% | $4,156+147.5% |
| Participant deferral / active EE | $20,590 | $6,888+198.9% | $6,132+235.8% | $6,407+221.4% |
| Admin fee / account holder | $170 | $17,404-99.0% | $14,586-98.8% | $12,270-98.6% |