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 | $19,360 | $50,958-62.0% | $74,550-74.0% | $64,186-69.8% |
| Participation rate | 92.1% | 61.1%+31.0pp | 69.1%+23.0pp | 69.6%+22.5pp |
| Annual return | 9.45% | -1.86%+11.3pp | 32.53%-23.1pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $116 | $4,223-97.3% | $5,060-97.7% | $4,888-97.6% |