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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,953-100.0% | $113,168-100.0% | - |
| Participation rate | 0.0% | 68.2%-68.2pp | 76.6%-76.6pp | - |
| Annual return | 9.41% | 14.87%-5.5pp | 24.27%-14.9pp | - |
| Employer contribution / active EE | $0 | $2,126-100.0% | $2,975-100.0% | - |
| Participant deferral / active EE | $0 | $4,324-100.0% | $5,107-100.0% | - |
| Admin fee / account holder | $0 | $5,008-100.0% | $12,068-100.0% | - |