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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,630-100.0% | $151,561-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 74.2%-74.2pp | 85.6%-85.6pp |
| Annual return | 4.86% | -8.80%+13.7pp | -7.59%+12.4pp | 396.79%-391.9pp |
| Employer contribution / active EE | $0 | $6,678-100.0% | $4,436-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,565-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $43,111-100.0% | $27,110-100.0% | $28,387-100.0% |