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 | $62,475 | $93,071-32.9% | $74,583-16.2% | $273,961-77.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.52% | 26.18%-21.7pp | 20.47%-15.9pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,941 | $3,160-38.6% | $2,525-23.1% | $4,869-60.1% |
| Participant deferral / active EE | $5,031 | $4,160+20.9% | $3,458+45.5% | $5,287-4.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |