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 | $341,823 | $159,901+113.8% | $146,958+132.6% | $145,922+134.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,189 | $5,286-39.7% | $4,933-35.3% | $4,660-31.6% |
| Participant deferral / active EE | $12,806 | $8,428+51.9% | $8,070+58.7% | $6,688+91.5% |
| Admin fee / account holder | $71 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |