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 6-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 | $89,087-100.0% | $80,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 7.44% | 16.55%-9.1pp | 15.31%-7.9pp | 24.42%-17.0pp |
| Employer contribution / active EE | $19,462 | $42,466-54.2% | $28,686-32.2% | $41,338-52.9% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,079-100.0% |