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 | $0 | $165,912-100.0% | $122,332-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 9.79% | 34.55%-24.8pp | 30.27%-20.5pp | 578.55%-568.8pp |
| Employer contribution / active EE | $938 | $5,754-83.7% | $4,050-76.9% | $4,876-80.8% |
| Participant deferral / active EE | $1,189 | $4,005-70.3% | $3,287-63.8% | $5,439-78.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |