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 5-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 | $338,137-100.0% | - | $338,137-100.0% |
| Participation rate | 0.0% | 43.9%-43.9pp | 0.0%0pp | 43.9%-43.9pp |
| Annual return | 7.33% | 6.20%+1.1pp | 6.77%+0.6pp | 13.05%-5.7pp |
| Employer contribution / active EE | $10,506 | $25,246-58.4% | $20,121-47.8% | $37,651-72.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $49-100.0% |
| Admin fee / account holder | $0 | $30,946-100.0% | - | $30,946-100.0% |