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 | $27,204 | $159,901-83.0% | $146,958-81.5% | $145,922-81.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,599 | $5,286-69.8% | $4,933-67.6% | $4,660-65.7% |
| Participant deferral / active EE | $10,237 | $8,428+21.5% | $8,070+26.8% | $6,688+53.1% |
| Admin fee / account holder | $134 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |