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 4-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 | $445,364 | $110,887+301.6% | - | $145,922+205.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | - | 80.3%+19.7pp |
| Annual return | 1.80% | 17.59%-15.8pp | - | 561.29%-559.5pp |
| Employer contribution / active EE | $45,000 | $5,672+693.4% | - | $4,660+865.7% |
| Participant deferral / active EE | $21,460 | $5,582+284.4% | - | $6,688+220.9% |
| Admin fee / account holder | $0 | $6,317-100.0% | - | $13,397-100.0% |