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 | $271,724 | $124,281+118.6% | $109,143+149.0% | $167,490+62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.55% | 26.04%-0.5pp | 25.75%-0.2pp | 478.56%-453.0pp |
| Employer contribution / active EE | $6,408 | $4,207+52.3% | $3,722+72.2% | $4,837+32.5% |
| Participant deferral / active EE | $9,649 | $5,255+83.6% | $4,653+107.4% | $6,341+52.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |