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 | $53,391-100.0% | $911,540-100.0% | $53,391-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 59.0%-59.0pp | 64.1%-64.1pp |
| Annual return | -13.93% | -12.46%-1.5pp | -12.71%-1.2pp | -12.46%-1.5pp |
| Employer contribution / active EE | $1,953 | $15,405-87.3% | $22,159-91.2% | $15,405-87.3% |
| Participant deferral / active EE | $0 | $1,313-100.0% | $3,210-100.0% | $1,313-100.0% |
| Admin fee / account holder | $0 | $5,411-100.0% | $135,769-100.0% | $5,411-100.0% |