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 | $21,577 | $107,334-79.9% | $92,893-76.8% | $152,861-85.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.77% | 145.58%-129.8pp | 109.41%-93.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,662 | $4,221-60.6% | $3,653-54.5% | $4,762-65.1% |
| Participant deferral / active EE | $3,738 | $4,845-22.8% | $4,236-11.8% | $5,850-36.1% |
| Admin fee / account holder | $269 | $7,079-96.2% | $5,794-95.4% | $11,596-97.7% |