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 | $185,792 | $96,635+92.3% | $86,612+114.5% | $139,434+33.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.45% | 106.41%-82.0pp | 591.07%-566.6pp | 372.94%-348.5pp |
| Employer contribution / active EE | $16,253 | $3,263+398.1% | $3,022+437.7% | $4,751+242.1% |
| Participant deferral / active EE | $11,160 | $4,836+130.8% | $4,438+151.5% | $6,710+66.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |