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 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 8.35% | 11.79%-3.4pp | 10.54%-2.2pp | 8.23%+0.1pp |
| Employer contribution / active EE | $8,286 | $19,735-58.0% | $26,782-69.1% | $13,859-40.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |