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 | $39,376 | $73,515-46.4% | $62,995-37.5% | $147,584-73.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.41% | 175.43%-170.0pp | 87.57%-82.2pp | 578.55%-573.1pp |
| Employer contribution / active EE | $9,293 | $3,320+179.9% | $2,759+236.8% | $4,876+90.6% |
| Participant deferral / active EE | $8,167 | $4,185+95.2% | $3,329+145.3% | $5,439+50.2% |
| Admin fee / account holder | $133 | $5,953-97.8% | $3,600-96.3% | $10,885-98.8% |