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 | $415,031-100.0% | $111,575-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | - |
| Annual return | 2.87% | 15.23%-12.4pp | 18.87%-16.0pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $19,828-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $262-100.0% | - |