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.
See 1 actuary disclosure. $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 | $0 | $16,905-100.0% | $16,905-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 45.6%-45.6pp |
| Annual return | 4.12% | 1.84%+2.3pp | 2.70%+1.4pp | 4.16%0pp |
| Employer contribution / active EE | $10,017 | $28,927-65.4% | $23,479-57.3% | $42,916-76.7% |
| Participant deferral / active EE | $0 | $1,250-100.0% | $1,103-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $21,465-100.0% |