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 | $92,896 | $99,341-6.5% | $84,750+9.6% | $273,961-66.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.15% | 22.93%-17.8pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,808 | $4,214-57.1% | $3,574-49.4% | $4,869-62.9% |
| Participant deferral / active EE | $3,978 | $4,269-6.8% | $3,712+7.2% | $5,287-24.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |