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 | $176,816-100.0% | $176,816-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 39.2%-39.2pp | 45.6%-45.6pp |
| Annual return | 15.34% | 2.97%+12.4pp | 2.89%+12.4pp | 4.16%+11.2pp |
| Employer contribution / active EE | $66,667 | $44,301+50.5% | $39,831+67.4% | $42,916+55.3% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $478-100.0% | $478-100.0% | $21,465-100.0% |