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 6-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 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -2.22% | -6.67%+4.4pp | -2.90%+0.7pp | -2.16%-0.1pp |
| Employer contribution / active EE | $16,784 | $50,664-66.9% | $27,990-40.0% | $42,957-60.9% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |