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 7-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 | $433,704-100.0% | $490,804-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 7.1%-7.1pp | 37.6%-37.6pp |
| Annual return | 6.16% | 11.35%-5.2pp | 14.84%-8.7pp | 9.30%-3.1pp |
| Employer contribution / active EE | $110,000 | $43,544+152.6% | $37,950+189.9% | $43,742+151.5% |
| Participant deferral / active EE | $0 | $34-100.0% | $127-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1-100.0% | $1-100.0% | $12,596-100.0% |