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 7-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 | $40,597 | $148,534-72.7% | $135,903-70.1% | $139,434-70.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.01% | 79.19%-57.2pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $5,443 | $5,243+3.8% | $4,856+12.1% | $4,751+14.6% |
| Participant deferral / active EE | $20,258 | $8,100+150.1% | $7,758+161.1% | $6,710+201.9% |
| Admin fee / account holder | $81 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |