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 | $95,044-100.0% | - | $95,044-100.0% |
| Participation rate | 0.0% | 8.4%-8.4pp | - | 8.4%-8.4pp |
| Annual return | 5.99% | 18.34%-12.4pp | 9.90%-3.9pp | 18.34%-12.4pp |
| Employer contribution / active EE | $9,038 | $14,665-38.4% | $52,613-82.8% | $14,665-38.4% |
| Participant deferral / active EE | $0 | $70-100.0% | $0 | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | - | $9,141-100.0% |