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 8-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 | $270,507-100.0% | $332,507-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 93.5%-93.5pp | 100.0%-100.0pp | 93.5%-93.5pp |
| Annual return | -1.79% | -4.71%+2.9pp | -9.18%+7.4pp | -4.71%+2.9pp |
| Employer contribution / active EE | $90,000 | $25,782+249.1% | $39,200+129.6% | $25,782+249.1% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $8,846-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $52,998-100.0% | $10,647-100.0% |