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 | $3,128,779 | $318,460+882.5% | $197,124+1487.2% | - |
| Participation rate | 0.0% | 81.2%-81.2pp | 86.7%-86.7pp | - |
| Annual return | 1.20% | 15.33%-14.1pp | 44.34%-43.1pp | - |
| Employer contribution / active EE | $0 | $3,599-100.0% | $6,227-100.0% | - |
| Participant deferral / active EE | $0 | $6,762-100.0% | $9,135-100.0% | - |
| Admin fee / account holder | $0 | $8,335-100.0% | $16,298-100.0% | - |