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.
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 | $119,145 | $88,710+34.3% | $81,783+45.7% | $145,959-18.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.28% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $5,208 | $3,083+68.9% | $2,913+78.8% | $4,661+11.7% |
| Participant deferral / active EE | $4,120 | $4,645-11.3% | $4,320-4.6% | $6,689-38.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |