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 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 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | 4.52% | 9.11%-4.6pp | 9.14%-4.6pp | 13.05%-8.5pp |
| Employer contribution / active EE | $136,083 | $46,891+190.2% | $40,544+235.6% | $37,639+261.5% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |