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 | $26,012 | $99,341-73.8% | $84,750-69.3% | $273,961-90.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.49% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,208 | $4,214-47.6% | $3,574-38.2% | $4,869-54.6% |
| Participant deferral / active EE | $5,200 | $4,269+21.8% | $3,712+40.1% | $5,287-1.6% |
| Admin fee / account holder | $153 | $6,644-97.7% | $5,332-97.1% | $10,132-98.5% |