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 | $142,375 | $99,652+42.9% | $78,778+80.7% | $147,584-3.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 1.03% | 47.28%-46.2pp | 35.62%-34.6pp | 578.55%-577.5pp |
| Employer contribution / active EE | $594 | $2,796-78.8% | $1,986-70.1% | $4,876-87.8% |
| Participant deferral / active EE | $819 | $3,664-77.7% | $2,958-72.3% | $5,439-84.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |