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 | $116,130-100.0% | $7,193,366-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 8.49% | 27.03%-18.5pp | 78.53%-70.0pp | 24.42%-15.9pp |
| Employer contribution / active EE | $6,741 | $39,246-82.8% | $31,628-78.7% | $41,338-83.7% |
| Participant deferral / active EE | $2,700 | $16+16512.1% | $101+2585.9% | $55+4784.1% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,079-100.0% |