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 5-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 | $0 | $176,811-100.0% | $147,005-100.0% | - |
| Participation rate | 0.0% | 76.9%-76.9pp | 82.2%-82.2pp | - |
| Annual return | 20.94% | 11.59%+9.3pp | 418.76%-397.8pp | - |
| Employer contribution / active EE | $0 | $3,294-100.0% | $4,934-100.0% | - |
| Participant deferral / active EE | $0 | $6,900-100.0% | $8,070-100.0% | - |
| Admin fee / account holder | $0 | $27,451-100.0% | $13,006-100.0% | - |