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 | $77,425 | $93,346-17.1% | $71,796+7.8% | $273,961-71.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 21.48% | 130.39%-108.9pp | 78.04%-56.6pp | 41.45%-20.0pp |
| Employer contribution / active EE | $3,318 | $2,733+21.4% | $1,924+72.4% | $4,869-31.9% |
| Participant deferral / active EE | $8,769 | $3,475+152.3% | $2,794+213.8% | $5,287+65.9% |
| Admin fee / account holder | $171 | $6,571-97.4% | $4,815-96.5% | $10,132-98.3% |