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 6-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 | $52,300 | $177,572-70.5% | $154,803-66.2% | $142,382-63.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.72% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $55,480 | $4,810+1053.3% | $4,305+1188.6% | $4,299+1190.5% |
| Participant deferral / active EE | $36,699 | $6,272+485.2% | $5,540+562.4% | $6,507+464.0% |
| Admin fee / account holder | $7 | $16,786-100.0% | $14,329-99.9% | $12,624-99.9% |