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 | $670,655 | $209,411+220.3% | $178,490+275.7% | $158,922+322.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.12% | 188.75%-147.6pp | 151.07%-110.0pp | 302.83%-261.7pp |
| Employer contribution / active EE | $19,509 | $5,706+241.9% | $5,011+289.3% | $4,761+309.7% |
| Participant deferral / active EE | $12,500 | $5,954+109.9% | $5,202+140.3% | $5,982+109.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |