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 | $203,816 | $180,449+12.9% | $154,107+32.3% | $135,375+50.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.44% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $11,310 | $6,035+87.4% | $5,298+113.5% | $4,779+136.7% |
| Participant deferral / active EE | $8,687 | $5,806+49.6% | $5,081+71.0% | $5,609+54.9% |
| Admin fee / account holder | $270 | $16,143-98.3% | $13,411-98.0% | $10,827-97.5% |