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 | $45,485 | $138,065-67.1% | $123,544-63.2% | $135,375-66.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.01% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,169 | $5,151-57.9% | $4,628-53.1% | $4,779-54.6% |
| Participant deferral / active EE | $2,674 | $6,799-60.7% | $6,426-58.4% | $5,609-52.3% |
| Admin fee / account holder | $94 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |