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 | $144,537 | $181,894-20.5% | $156,549-7.7% | $273,961-47.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.89% | 30.74%-18.9pp | 32.23%-20.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $10,967 | $6,248+75.5% | $5,501+99.4% | $4,869+125.3% |
| Participant deferral / active EE | $7,155 | $5,550+28.9% | $4,871+46.9% | $5,287+35.3% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |