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 | $358,723 | $76,659+367.9% | $64,105+459.6% | - |
| Participation rate | 0.0% | 58.6%-58.6pp | 68.2%-68.2pp | - |
| Annual return | -2.10% | -9.24%+7.1pp | 791.24%-793.3pp | - |
| Employer contribution / active EE | $0 | $711-100.0% | $1,820-100.0% | - |
| Participant deferral / active EE | $0 | $2,144-100.0% | $2,822-100.0% | - |
| Admin fee / account holder | $0 | $5,491-100.0% | $4,499-100.0% | - |