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 | $154,228-87.0% | $145,433-86.3% | $137,256-85.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.85% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $8,234 | $4,804+71.4% | $4,554+80.8% | $4,156+98.1% |
| Participant deferral / active EE | $11,192 | $8,216+36.2% | $7,897+41.7% | $6,407+74.7% |
| Admin fee / account holder | $67 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |