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.
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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | 6.85% | -1.44%+8.3pp | -0.70%+7.5pp | -82.66%+89.5pp |
| Employer contribution / active EE | $10,911 | $37,071-70.6% | $28,903-62.2% | $43,769-75.1% |
| Participant deferral / active EE | $3,022 | $77+3800.3% | $148+1937.0% | $103+2842.5% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |