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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,555 | $95,266-80.5% | $82,389-77.5% | $142,382-87.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 7.24% | 25.74%-18.5pp | 28.67%-21.4pp | 217.08%-209.8pp |
| Employer contribution / active EE | $872 | $2,991-70.9% | $2,517-65.4% | $4,299-79.7% |
| Participant deferral / active EE | $2,606 | $4,809-45.8% | $4,155-37.3% | $6,507-60.0% |
| Admin fee / account holder | $10 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |