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 9-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 | $286,961-100.0% | $286,961-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 13.3%-13.3pp | 45.6%-45.6pp |
| Annual return | 2.96% | 0.33%+2.6pp | 2.61%+0.3pp | 4.16%-1.2pp |
| Employer contribution / active EE | $95,000 | $31,805+198.7% | $24,109+294.1% | $42,916+121.4% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $148-100.0% | $21,465-100.0% |