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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,056 | $78,419-26.0% | $133,956-56.7% | $73,409-20.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 51.21% | 33.35%+17.9pp | 45.09%+6.1pp | 59.29%-8.1pp |
| Employer contribution / active EE | $2,678 | $2,044+31.0% | $3,919-31.7% | $2,234+19.9% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |