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.
Participant contribution per participant 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 | $73,622 | $138,044-46.7% | $125,339-41.3% | $134,475-45.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.84% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $8,090 | $5,243+54.3% | $4,814+68.1% | $4,740+70.7% |
| Participant deferral / active EE | $1,800 | $7,799-76.9% | $7,446-75.8% | $6,400-71.9% |
| Admin fee / account holder | $49 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |