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 | $68,009 | $150,440-54.8% | $136,294-50.1% | $147,584-53.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.99% | 1049.08%-1043.1pp | 5155.94%-5149.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $15,000 | $5,256+185.4% | $4,695+219.5% | $4,876+207.6% |
| Participant deferral / active EE | $24,000 | $6,630+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $294 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |