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 | $19,784 | $138,044-85.7% | $125,339-84.2% | $134,475-85.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.59% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,305 | $5,243-37.0% | $4,814-31.3% | $4,740-30.3% |
| Participant deferral / active EE | $3,305 | $7,799-57.6% | $7,446-55.6% | $6,400-48.4% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |