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 | $151,856 | $105,998+43.3% | $92,233+64.6% | $147,584+2.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.18% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $3,211 | $4,333-25.9% | $3,679-12.7% | $4,876-34.2% |
| Participant deferral / active EE | $6,139 | $4,478+37.1% | $3,897+57.6% | $5,439+12.9% |
| Admin fee / account holder | $214 | $6,332-96.6% | $5,194-95.9% | $10,885-98.0% |