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 | $54,273 | $90,600-40.1% | $79,464-31.7% | $135,375-59.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.55% | 977.43%-966.9pp | 718.14%-707.6pp | 519.73%-509.2pp |
| Employer contribution / active EE | $3,162 | $3,068+3.0% | $2,800+12.9% | $4,779-33.8% |
| Participant deferral / active EE | $3,225 | $4,050-20.4% | $3,704-12.9% | $5,609-42.5% |
| Admin fee / account holder | $50 | $5,907-99.2% | $5,113-99.0% | $10,827-99.5% |