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 8-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 | $0 | $84,695-100.0% | $73,843-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | -2.16% | 3123.53%-3125.7pp | 2267.84%-2270.0pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,852 | $3,123-8.7% | $2,787+2.3% | $4,866-41.4% |
| Participant deferral / active EE | $4,526 | $3,992+13.4% | $3,583+26.3% | $5,352-15.4% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |