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 8-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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $493,607-100.0% | $354,050-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 80.0%-80.0pp | 85.6%-85.6pp |
| Annual return | 1.76% | -18.89%+20.6pp | -17.20%+19.0pp | 396.79%-395.0pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $3,792-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $5,143-100.0% | $4,870-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,161-100.0% | $12,771-100.0% | $28,387-100.0% |