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 | $166,020+462.5% | $164,866+466.5% | $145,959+539.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.81% | 100.08%-93.3pp | 69.97%-63.2pp | 561.95%-555.1pp |
| Employer contribution / active EE | $28,333 | $5,275+437.2% | $4,343+552.4% | $4,661+507.9% |
| Participant deferral / active EE | $24,333 | $6,961+249.6% | $6,033+303.3% | $6,689+263.8% |
| Admin fee / account holder | $3 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |