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.
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 | $26,507 | $90,600-70.7% | $79,464-66.6% | $135,375-80.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -35.22% | 977.43%-1012.7pp | 718.14%-753.4pp | 519.73%-555.0pp |
| Employer contribution / active EE | $573 | $3,068-81.3% | $2,800-79.6% | $4,779-88.0% |
| Participant deferral / active EE | $1,228 | $4,050-69.7% | $3,704-66.9% | $5,609-78.1% |
| Admin fee / account holder | $34 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |