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 | $52,198-100.0% | $417,381-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 11.0%-11.0pp |
| Annual return | 11.51% | 11.15%+0.4pp | 5.83%+5.7pp | 8.23%+3.3pp |
| Employer contribution / active EE | $11,420 | $9,842+16.0% | $38,352-70.2% | $13,859-17.6% |
| Participant deferral / active EE | $1,369 | $554+147.3% | $165+729.0% | $61+2131.2% |
| Admin fee / account holder | $0 | $1,652-100.0% | $6,587-100.0% | $1,652-100.0% |