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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,494 | $90,503-78.5% | $78,689-75.2% | $273,961-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.85% | 75.60%-67.8pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,348 | $3,176-57.5% | $2,851-52.7% | $4,869-72.3% |
| Participant deferral / active EE | $10,985 | $3,901+181.6% | $3,517+212.4% | $5,287+107.8% |
| Admin fee / account holder | $135 | $5,263-97.4% | $4,510-97.0% | $10,132-98.7% |