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 | $400,787 | $159,934+150.6% | $147,005+172.6% | $145,959+174.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $40,516 | $5,287+666.3% | $4,934+721.1% | $4,661+769.3% |
| Participant deferral / active EE | $26,750 | $8,427+217.4% | $8,070+231.5% | $6,689+299.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |