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 | $28,302 | $99,020-71.4% | $86,590-67.3% | $147,584-80.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.27% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,314 | $3,132-26.1% | $2,839-18.5% | $4,876-52.5% |
| Participant deferral / active EE | $8,724 | $3,972+119.6% | $3,609+141.8% | $5,439+60.4% |
| Admin fee / account holder | $208 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |