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 9-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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | - |
| Annual return | -6.28% | 55.68%-62.0pp | 7.07%-13.4pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $34,847-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $51-100.0% | - |