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 | $440,923-100.0% | $440,923-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 40.0%-40.0pp | 39.2%-39.2pp |
| Annual return | 12.33% | 7.79%+4.5pp | 8.94%+3.4pp | 13.91%-1.6pp |
| Employer contribution / active EE | $11,557 | $39,379-70.7% | $36,999-68.8% | $35,282-67.2% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,072-100.0% | $2,072-100.0% | $41,846-100.0% |