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 | $91,835-100.0% | - | $91,835-100.0% |
| Participation rate | 0.0% | 85.3%-85.3pp | - | 85.3%-85.3pp |
| Annual return | 10.65% | 10.74%-0.1pp | -0.63%+11.3pp | 10.74%-0.1pp |
| Employer contribution / active EE | $6,404 | $3,567+79.6% | $67,710-90.5% | $3,567+79.6% |
| Participant deferral / active EE | $0 | $530-100.0% | $0 | $530-100.0% |
| Admin fee / account holder | $0 | $9,946-100.0% | - | $9,946-100.0% |