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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,419 | $132,634-5.4% | $115,768+8.3% | $137,256-8.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.84% | 160.70%-144.9pp | 100.46%-84.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,251 | $3,360-33.0% | $2,940-23.4% | $4,156-45.8% |
| Participant deferral / active EE | $16,530 | $5,619+194.2% | $4,917+236.2% | $6,407+158.0% |
| Admin fee / account holder | $22 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |