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.
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 | $272,475 | $131,829+106.7% | $108,579+150.9% | $273,961-0.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.56% | -91.57%+103.1pp | -51.70%+63.3pp | 41.45%-29.9pp |
| Employer contribution / active EE | $9,167 | $4,912+86.6% | $3,758+143.9% | $4,869+88.3% |
| Participant deferral / active EE | $15,912 | $5,127+210.3% | $4,311+269.1% | $5,287+201.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |