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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,102 | $66,302-24.4% | $110,238-54.6% | $56,287-11.0% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.3pp |
| Annual return | 46.67% | -1.18%+47.9pp | 314.74%-268.1pp | -9.96%+56.6pp |
| Employer contribution / active EE | $5,285 | $2,047+158.1% | $3,826+38.1% | $2,111+150.3% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |