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.
See 1 actuary disclosure. $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 | $0 | $49,655-100.0% | $231,535-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 45.5%-45.5pp | 18.6%-18.6pp |
| Annual return | 8.86% | 13.03%-4.2pp | 12.92%-4.1pp | 9.77%-0.9pp |
| Employer contribution / active EE | $12,300 | $4,701+161.7% | $24,425-49.6% | $13,890-11.4% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $262,349-100.0% | $2,893-100.0% |