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 10-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 | $22,177-100.0% | $148,425-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 35.1%-35.1pp | 14.6%-14.6pp |
| Annual return | 8.58% | 1.79%+6.8pp | 38.14%-29.6pp | 10.56%-2.0pp |
| Employer contribution / active EE | $4,667 | $8,760-46.7% | $34,245-86.4% | $13,643-65.8% |
| Participant deferral / active EE | $1,381 | $223+519.1% | $185+647.7% | $62+2122.1% |
| Admin fee / account holder | $0 | $1,131-100.0% | $10,234-100.0% | $3,354-100.0% |