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 | $826,600 | $171,865+381.0% | $149,718+452.1% | $147,584+460.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.08% | 2113.22%-2107.1pp | 1501.63%-1495.6pp | 578.55%-572.5pp |
| Employer contribution / active EE | $10,125 | $6,275+61.4% | $5,445+86.0% | $4,876+107.6% |
| Participant deferral / active EE | $14,000 | $7,271+92.6% | $6,569+113.1% | $5,439+157.4% |
| Admin fee / account holder | $222 | $13,799-98.4% | $11,283-98.0% | $10,885-98.0% |