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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $933,942 | $165,984+462.7% | $164,813+466.7% | $145,922+540.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.81% | 100.03%-93.2pp | 69.93%-63.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $28,333 | $5,273+437.3% | $4,341+552.7% | $4,660+508.1% |
| Participant deferral / active EE | $24,333 | $6,959+249.7% | $6,031+303.4% | $6,688+263.9% |
| Admin fee / account holder | $3 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |