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 | $42,429 | $159,602-73.4% | $150,045-71.7% | $142,382-70.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.69% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $18,581 | $4,961+274.6% | $4,693+295.9% | $4,299+332.2% |
| Participant deferral / active EE | $26,793 | $8,310+222.4% | $7,997+235.0% | $6,507+311.7% |
| Admin fee / account holder | $269 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |