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 | $254,510-100.0% | - | $254,510-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.0%-43.0pp |
| Annual return | 11.18% | 5.89%+5.3pp | 6.53%+4.6pp | 259.13%-248.0pp |
| Employer contribution / active EE | $16,272 | $46,217-64.8% | $36,884-55.9% | $41,469-60.8% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $21,546-100.0% | - | $21,546-100.0% |