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 7-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,081 | $79,171-25.4% | $102,423-42.3% | $74,495-20.7% |
| Participation rate | 96.1% | 74.8%+21.3pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 13.53% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,509 | $2,362+90.9% | $3,023+49.1% | $2,623+71.9% |
| Participant deferral / active EE | $4,833 | $4,415+9.5% | $5,053-4.3% | $4,346+11.2% |
| Admin fee / account holder | $49 | $2,001-97.6% | $9,451-99.5% | $1,942-97.5% |