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 10-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 | $45,706 | $175,202-73.9% | $149,673-69.5% | $139,434-67.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.03% | 166.71%-130.7pp | 134.42%-98.4pp | 372.94%-336.9pp |
| Employer contribution / active EE | $16,186 | $5,474+195.7% | $4,818+236.0% | $4,751+240.7% |
| Participant deferral / active EE | $31,254 | $6,519+379.5% | $5,680+450.2% | $6,710+365.8% |
| Admin fee / account holder | $122 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |