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 | $162,452-100.0% | $148,425-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 46.4%-46.4pp | 35.1%-35.1pp | 46.4%-46.4pp |
| Annual return | 1.19% | 45.55%-44.4pp | 38.14%-36.9pp | -82.66%+83.9pp |
| Employer contribution / active EE | $0 | $40,549-100.0% | $34,245-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,245-100.0% | $10,234-100.0% | $11,204-100.0% |