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 | $79,208 | $176,812-55.2% | $146,665-46.0% | $167,490-52.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.74% | 24.03%-10.3pp | 22.74%-9.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,765 | $5,160-27.0% | $4,136-9.0% | $4,837-22.2% |
| Participant deferral / active EE | $2,916 | $6,440-54.7% | $5,506-47.0% | $6,341-54.0% |
| Admin fee / account holder | $42 | $13,259-99.7% | $10,280-99.6% | $12,309-99.7% |