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 | $15,289-100.0% | $15,289-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.0%-20.0pp | 46.4%-46.4pp |
| Annual return | -5.82% | -5.40%-0.4pp | -4.45%-1.4pp | -82.66%+76.8pp |
| Employer contribution / active EE | $11,028 | $45,073-75.5% | $36,974-70.2% | $43,769-74.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $103-100.0% |
| Admin fee / account holder | $0 | $740-100.0% | $740-100.0% | $11,204-100.0% |