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 | $43,781 | $154,117-71.6% | $129,995-66.3% | $139,434-68.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.25% | 32.48%-16.2pp | -137.18%+153.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,296 | $5,289-18.8% | $4,320-0.5% | $4,751-9.6% |
| Participant deferral / active EE | $12,246 | $6,710+82.5% | $5,820+110.4% | $6,710+82.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |