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 | $0 | $581,964-100.0% | $46,211-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 90.4%-90.4pp | 87.9%-87.9pp |
| Annual return | 0.00% | 19.66%-19.7pp | -5.48%+5.5pp | 19.66%-19.7pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $2,793-100.0% | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $2,222-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $1,139-100.0% | $49,887-100.0% |