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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,415 | $177,572-54.2% | $154,803-47.4% | $142,382-42.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.71% | 65.07%-62.4pp | 58.88%-56.2pp | 217.08%-214.4pp |
| Employer contribution / active EE | $8,111 | $4,810+68.6% | $4,305+88.4% | $4,299+88.7% |
| Participant deferral / active EE | $23,537 | $6,272+275.3% | $5,540+324.8% | $6,507+261.7% |
| Admin fee / account holder | $169 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |