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 9-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 | $309,303-100.0% | $60,488-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 96.2%-96.2pp | 100.0%-100.0pp | 96.2%-96.2pp |
| Annual return | 14.09% | 6.50%+7.6pp | 13.73%+0.4pp | 6.50%+7.6pp |
| Employer contribution / active EE | $100,000 | $25,613+290.4% | $24,041+315.9% | $25,613+290.4% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $3,704-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | $4,776-100.0% | $31,748-100.0% |