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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,806 | $106,230+317.8% | $80,975+448.1% | - |
| Participation rate | 0.0% | 59.7%-59.7pp | 75.8%-75.8pp | - |
| Annual return | 0.07% | 1.70%-1.6pp | 17.10%-17.0pp | - |
| Employer contribution / active EE | $0 | $1,571-100.0% | $3,714-100.0% | - |
| Participant deferral / active EE | $0 | $3,737-100.0% | $5,696-100.0% | - |
| Admin fee / account holder | $0 | $5,451-100.0% | $5,516-100.0% | - |