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 | $171,418 | $105,859+61.9% | $90,160+90.1% | $147,584+16.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.84% | 37.63%-23.8pp | 34.88%-21.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $85,130 | $4,126+1963.2% | $3,318+2465.7% | $4,876+1645.8% |
| Participant deferral / active EE | $39,422 | $5,733+587.6% | $5,288+645.6% | $5,439+624.8% |
| Admin fee / account holder | $72 | $8,046-99.1% | $5,943-98.8% | $10,885-99.3% |