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 | $198,466-100.0% | $170,442-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 15.00% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $5,500 | $6,184-11.1% | $5,433+1.2% | $4,876+12.8% |
| Participant deferral / active EE | $5,469 | $5,629-2.9% | $4,939+10.7% | $5,439+0.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |