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 5-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.
Participant contribution per participant 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 | $11,621 | $106,584-89.1% | $101,326-88.5% | $142,382-91.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.36% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,798 | $3,956-54.5% | $3,665-50.9% | $4,299-58.2% |
| Participant deferral / active EE | $1,798 | $8,297-78.3% | $7,994-77.5% | $6,507-72.4% |
| Admin fee / account holder | $68 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |