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 | $43,518 | $176,811-75.4% | $146,958-70.4% | - |
| Participation rate | 0.0% | 76.9%-76.9pp | 82.2%-82.2pp | - |
| Annual return | 5.38% | 11.56%-6.2pp | 418.34%-413.0pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,933-100.0% | - |
| Participant deferral / active EE | $0 | $6,900-100.0% | $8,070-100.0% | - |
| Admin fee / account holder | $111 | $27,451-99.6% | $12,998-99.1% | - |