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 9-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 | $62,480 | $127,386-51.0% | $115,037-45.7% | $125,391-50.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.30% | 31.28%-30.0pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,459 | $5,166-71.8% | $4,608-68.3% | $4,866-70.0% |
| Participant deferral / active EE | $2,637 | $6,423-58.9% | $6,026-56.2% | $5,352-50.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |