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 | $87,973 | $175,202-49.8% | $149,673-41.2% | $139,434-36.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 41.23% | 166.71%-125.5pp | 134.42%-93.2pp | 372.94%-331.7pp |
| Employer contribution / active EE | $23,552 | $5,474+330.2% | $4,818+388.9% | $4,751+395.7% |
| Participant deferral / active EE | $33,695 | $6,519+416.9% | $5,680+493.2% | $6,710+402.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |