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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,278 | $106,515-64.1% | $96,683-60.4% | $139,434-72.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.01% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,742 | $4,103-57.5% | $3,737-53.4% | $4,751-63.3% |
| Participant deferral / active EE | $3,153 | $5,454-42.2% | $4,878-35.4% | $6,710-53.0% |
| Admin fee / account holder | $198 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |