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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,364 | $198,466-36.3% | $170,442-25.9% | $147,584-14.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.61% | 257.29%-253.7pp | 205.93%-202.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $5,223 | $6,184-15.5% | $5,433-3.9% | $4,876+7.1% |
| Participant deferral / active EE | $8,921 | $5,629+58.5% | $4,939+80.6% | $5,439+64.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |