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 | $15,990-100.0% | $15,990-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.0%-20.0pp | 45.9%-45.9pp |
| Annual return | 8.67% | 7.81%+0.9pp | 8.74%-0.1pp | 10.21%-1.5pp |
| Employer contribution / active EE | $12,708 | $24,273-47.6% | $19,869-36.0% | $42,272-69.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $121-100.0% |
| Admin fee / account holder | $0 | $627-100.0% | $627-100.0% | $13,518-100.0% |