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 | $137,399 | $155,788-11.8% | $124,672+10.2% | $167,490-18.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.29% | 17.97%+2.3pp | 5142.93%-5122.6pp | 478.56%-458.3pp |
| Employer contribution / active EE | $4,500 | $4,163+8.1% | $3,324+35.4% | $4,837-7.0% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $260 | $9,531-97.3% | $7,493-96.5% | $12,309-97.9% |