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.
Participant contribution per participant 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 | $226,616 | $227,553-0.4% | $189,557+19.6% | $167,490+35.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 31.49% | 78.40%-46.9pp | 64.17%-32.7pp | 478.56%-447.1pp |
| Employer contribution / active EE | $1,163 | $5,316-78.1% | $4,412-73.7% | $4,837-76.0% |
| Participant deferral / active EE | $34 | $7,002-99.5% | $6,174-99.4% | $6,341-99.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |