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 3-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 | $6,637 | $74,888-91.1% | $71,209-90.7% | $142,382-95.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.15% | 345.14%-320.0pp | 282.51%-257.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $4,667 | $2,854+63.5% | $2,721+71.5% | $4,299+8.6% |
| Participant deferral / active EE | $7,160 | $4,454+60.7% | $4,175+71.5% | $6,507+10.0% |
| Admin fee / account holder | $101 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |