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 | $52,198-100.0% | $628,955-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 11.0%-11.0pp |
| Annual return | 7.06% | 9.06%-2.0pp | 8.15%-1.1pp | 8.23%-1.2pp |
| Employer contribution / active EE | $19,029 | $13,463+41.3% | $42,534-55.3% | $13,859+37.3% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $12,760-100.0% | $1,652-100.0% |