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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $124,855 | $175,202-28.7% | $149,673-16.6% | $139,434-10.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 45.20% | 166.71%-121.5pp | 134.42%-89.2pp | 372.94%-327.7pp |
| Employer contribution / active EE | $1,707 | $5,474-68.8% | $4,818-64.6% | $4,751-64.1% |
| Participant deferral / active EE | $506 | $6,519-92.2% | $5,680-91.1% | $6,710-92.5% |
| Admin fee / account holder | $88 | $16,150-99.5% | $13,210-99.3% | $11,403-99.2% |