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 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | 16.19% | 7.83%+8.4pp | 8.34%+7.9pp | 13.05%+3.1pp |
| Employer contribution / active EE | $10,500 | $35,005-70.0% | $30,799-65.9% | $37,639-72.1% |
| Participant deferral / active EE | $5,901 | $124+4668.4% | $252+2240.8% | $49+12005.8% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |