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 10-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 | $40,296 | $183,519-78.0% | $155,509-74.1% | $145,922-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.15% | 61.17%-38.0pp | 64.67%-41.5pp | 561.29%-538.1pp |
| Employer contribution / active EE | $6,467 | $5,313+21.7% | $4,672+38.4% | $4,660+38.8% |
| Participant deferral / active EE | $4,351 | $6,462-32.7% | $5,626-22.7% | $6,688-34.9% |
| Admin fee / account holder | $261 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |