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 3-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 | $9,790 | $97,125-89.9% | $86,233-88.6% | $137,256-92.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.96% | 74.19%-51.2pp | 61.39%-38.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $19,226 | $2,841+576.7% | $2,504+667.7% | $4,156+362.6% |
| Participant deferral / active EE | $9,437 | $5,180+82.2% | $4,559+107.0% | $6,407+47.3% |
| Admin fee / account holder | $10 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |