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 | $276,019 | $64,432+328.4% | - | $139,434+98.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 12.23% | 4.96%+7.3pp | - | 372.94%-360.7pp |
| Employer contribution / active EE | $0 | $6,830-100.0% | - | $4,751-100.0% |
| Participant deferral / active EE | $0 | $2,937-100.0% | - | $6,710-100.0% |
| Admin fee / account holder | $0 | $3,919-100.0% | - | $11,403-100.0% |