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 | $20,925 | $101,069-79.3% | $81,478-74.3% | $147,584-85.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.77% | 32.40%-12.6pp | 38.78%-19.0pp | 578.55%-558.8pp |
| Employer contribution / active EE | $729 | $3,205-77.3% | $2,568-71.6% | $4,876-85.1% |
| Participant deferral / active EE | $4,500 | $4,242+6.1% | $3,537+27.2% | $5,439-17.3% |
| Admin fee / account holder | $37 | $5,812-99.4% | $4,561-99.2% | $10,885-99.7% |