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 | $24,537-100.0% | $411,083-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.8%-30.8pp | 13.5%-13.5pp |
| Annual return | -7.41% | 2.60%-10.0pp | 5.50%-12.9pp | 9.29%-16.7pp |
| Employer contribution / active EE | $8,673 | $8,096+7.1% | $28,518-69.6% | $15,168-42.8% |
| Participant deferral / active EE | $1,324 | $193+586.6% | $818+61.8% | $67+1869.6% |
| Admin fee / account holder | $0 | $3,954-100.0% | $7,663-100.0% | $2,037-100.0% |