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 | $188,054 | $148,534+26.6% | $135,903+38.4% | $139,434+34.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.19% | 79.19%-57.0pp | 68.23%-46.0pp | 372.94%-350.8pp |
| Employer contribution / active EE | $5,631 | $5,243+7.4% | $4,856+16.0% | $4,751+18.5% |
| Participant deferral / active EE | $31,200 | $8,100+285.2% | $7,758+302.2% | $6,710+365.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |