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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $1,513-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | 0.01% | 9.96%-9.9pp | 4.97%-5.0pp | - |
| Employer contribution / active EE | $0 | $0 | $4,096-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $0 | $0 | $0 | - |