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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,235 | $202,318-33.2% | $172,739-21.7% | $152,861-11.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.01% | 1029.65%-1024.6pp | 802.84%-797.8pp | 345.32%-340.3pp |
| Employer contribution / active EE | $8,566 | $5,856+46.3% | $5,143+66.6% | $4,762+79.9% |
| Participant deferral / active EE | $38,344 | $5,948+544.7% | $5,198+637.7% | $5,850+555.4% |
| Admin fee / account holder | $238 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |