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 8-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 | $49,831-100.0% | $220,504-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -11.13% | -12.22%+1.1pp | -9.09%-2.0pp | -5.25%-5.9pp |
| Employer contribution / active EE | $12,214 | $7,394+65.2% | $36,696-66.7% | $15,166-19.5% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $309-100.0% | $4,802-100.0% | $3,859-100.0% |