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 | $185,628 | $215,361-13.8% | $171,082+8.5% | $273,961-32.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.97% | 25.14%-18.2pp | 32.56%-25.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,935 | $4,967+59.7% | $4,002+98.3% | $4,869+63.0% |
| Participant deferral / active EE | $16,000 | $5,543+188.6% | $4,797+233.5% | $5,287+202.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |