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 | $0 | $937,755-100.0% | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | - |
| Annual return | 34.55% | 71.39%-36.8pp | 9.84%+24.7pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $30,320-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $66-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $53,213-100.0% | - |