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 8-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 | $39,443 | $165,335-76.1% | $149,696-73.7% | $158,922-75.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.26% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $25,000 | $5,103+389.9% | $4,644+438.3% | $4,761+425.1% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |