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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,145 | $109,817+9.4% | $98,442+22.0% | $167,490-28.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -5.71% | 1956.69%-1962.4pp | 1492.73%-1498.4pp | 478.56%-484.3pp |
| Employer contribution / active EE | $1,142 | $3,224-64.6% | $2,960-61.4% | $4,837-76.4% |
| Participant deferral / active EE | $2,865 | $4,673-38.7% | $4,276-33.0% | $6,341-54.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |