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 | $68,629 | $135,952-49.5% | $123,892-44.6% | $273,961-74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.51% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,230 | $5,170-37.5% | $4,617-30.0% | $4,869-33.7% |
| Participant deferral / active EE | $8,242 | $6,343+29.9% | $5,984+37.7% | $5,287+55.9% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-96.9% | $10,132-97.5% |