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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 0.00% | 5.09%-5.1pp | 4.74%-4.7pp | 7.18%-7.2pp |
| Employer contribution / active EE | $86,141 | $33,192+159.5% | $46,220+86.4% | $13,095+557.8% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |