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 | $190,039 | $127,386+49.2% | $115,037+65.2% | $125,391+51.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.93% | 31.28%-32.2pp | 26.14%-27.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $67,788 | $5,166+1212.2% | $4,608+1371.1% | $4,866+1293.1% |
| Participant deferral / active EE | $33,250 | $6,423+417.7% | $6,026+451.7% | $5,352+521.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |