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 | $11,069 | $81,625-86.4% | $58,482-81.1% | $139,434-92.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 25.10% | 7404.20%-7379.1pp | 4239.32%-4214.2pp | 372.94%-347.8pp |
| Employer contribution / active EE | $5,364 | $1,398+283.6% | $1,053+409.2% | $4,751+12.9% |
| Participant deferral / active EE | $11,414 | $2,557+346.5% | $1,924+493.3% | $6,710+70.1% |
| Admin fee / account holder | $166 | $3,265-94.9% | $2,516-93.4% | $11,403-98.5% |