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 9-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 | $198,836-100.0% | $103,333-100.0% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 74.5%-74.5pp | - |
| Annual return | 22.22% | 12.43%+9.8pp | 24.88%-2.7pp | - |
| Employer contribution / active EE | $0 | $2,607-100.0% | $3,868-100.0% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,057-100.0% | - |
| Admin fee / account holder | $0 | $10,004-100.0% | $8,355-100.0% | - |