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 | $514,344-100.0% | $161,924-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 34.6%-34.6pp | - |
| Annual return | 18.01% | 59.12%-41.1pp | 10.41%+7.6pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $31,248-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $4-100.0% | - |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |