Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,145 | $101,499-61.4% | $147,005-73.4% | $74,546-47.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 188.09% | 8732.34%-8544.3pp | 418.76%-230.7pp | 1366.03%-1177.9pp |
| Employer contribution / active EE | $1,550 | $3,811-59.3% | $4,934-68.6% | $2,624-40.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $12 | $1,748-99.3% | $13,006-99.9% | $1,944-99.4% |