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.
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 | $44,406 | $88,083-49.6% | $164,813-73.1% | $74,495-40.4% |
| Participation rate | 99.4% | 73.0%+26.4pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 29.92% | 17.26%+12.7pp | 69.93%-40.0pp | 1364.94%-1335.0pp |
| Employer contribution / active EE | $6,379 | $2,593+146.0% | $4,341+47.0% | $2,623+143.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5 | $2,234-99.8% | $12,690-100.0% | $1,942-99.8% |