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 | $192,455-100.0% | $192,455-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 32.0%-32.0pp | 27.6%-27.6pp | 47.4%-47.4pp |
| Annual return | 15.57% | 9.96%+5.6pp | 50.81%-35.2pp | 12.16%+3.4pp |
| Employer contribution / active EE | $46,783 | $48,404-3.3% | $42,739+9.5% | $44,746+4.6% |
| Participant deferral / active EE | $0 | $88-100.0% | $90-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,268-100.0% | $2,268-100.0% | $17,640-100.0% |