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 | $55,193 | $133,922-58.8% | $116,228-52.5% | $142,382-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.61% | 147.76%-124.1pp | 90.06%-66.4pp | 217.08%-193.5pp |
| Employer contribution / active EE | $18,024 | $3,446+423.1% | $2,994+501.9% | $4,299+319.2% |
| Participant deferral / active EE | $50,224 | $5,672+785.5% | $4,953+914.0% | $6,507+671.8% |
| Admin fee / account holder | $133 | $14,945-99.1% | $11,989-98.9% | $12,624-98.9% |