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.
See 1 actuary disclosure. $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 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 0.00% | 5.54%-5.5pp | 4.72%-4.7pp | 11.88%-11.9pp |
| Employer contribution / active EE | $156,349 | $25,709+508.2% | $30,821+407.3% | $14,612+970.0% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |