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 | $75,134-100.0% | $676,505-100.0% | $75,134-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 71.4%-71.4pp | 53.2%-53.2pp |
| Annual return | 14.04% | 14.56%-0.5pp | 7.76%+6.3pp | 14.56%-0.5pp |
| Employer contribution / active EE | $5,172 | $17,726-70.8% | $12,651-59.1% | $17,726-70.8% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $2,707-100.0% | $1,709-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $15,480-100.0% | $1,275-100.0% |