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 4-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 | $19,978 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.85% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $8,234 | $4,961+66.0% | $4,693+75.4% | $4,299+91.5% |
| Participant deferral / active EE | $11,192 | $8,310+34.7% | $7,997+40.0% | $6,507+72.0% |
| Admin fee / account holder | $67 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |