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 | $9,046 | $67,331-86.6% | $60,874-85.1% | $134,475-93.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.88% | 49.93%-66.8pp | 16.90%-33.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,325 | $3,096+39.7% | $2,701+60.1% | $4,740-8.8% |
| Participant deferral / active EE | $5,118 | $4,538+12.8% | $3,817+34.1% | $6,400-20.0% |
| Admin fee / account holder | $69 | $4,582-98.5% | $3,224-97.8% | $11,426-99.4% |