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 4-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 | $13,644 | $70,606-80.7% | $53,898-74.7% | $142,382-90.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.53% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $23,209 | $1,202+1830.7% | $932+2390.1% | $4,299+439.9% |
| Participant deferral / active EE | $28,040 | $2,364+1086.1% | $1,826+1435.3% | $6,507+330.9% |
| Admin fee / account holder | $143 | $2,852-95.0% | $2,491-94.3% | $12,624-98.9% |