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 4-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 | $282,865-100.0% | $431,983-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 66.7%-66.7pp | 12.4%-12.4pp |
| Annual return | 10.06% | 9.36%+0.7pp | 9.65%+0.4pp | 9.89%+0.2pp |
| Employer contribution / active EE | $4,645 | $8,354-44.4% | $50,004-90.7% | $14,313-67.5% |
| Participant deferral / active EE | $0 | $224-100.0% | $62-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $35,292-100.0% | $9,084-100.0% |