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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,904 | $177,572-28.5% | $154,803-18.0% | $142,382-10.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.43% | 65.07%-59.6pp | 58.88%-53.4pp | 217.08%-211.6pp |
| Employer contribution / active EE | $1,817 | $4,810-62.2% | $4,305-57.8% | $4,299-57.7% |
| Participant deferral / active EE | $4,792 | $6,272-23.6% | $5,540-13.5% | $6,507-26.4% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |