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.
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 | $28,174 | $142,344-80.2% | $119,609-76.4% | $134,475-79.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.83% | -12.44%+16.3pp | -14.97%+18.8pp | 417.96%-414.1pp |
| Employer contribution / active EE | $3,052 | $5,222-41.6% | $4,232-27.9% | $4,740-35.6% |
| Participant deferral / active EE | $11,775 | $6,469+82.0% | $5,602+110.2% | $6,400+84.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |