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 | $107,032-100.0% | $235,493-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 9.9%-9.9pp |
| Annual return | 3.93% | -6.11%+10.0pp | -6.07%+10.0pp | -5.25%+9.2pp |
| Employer contribution / active EE | $13,000 | $14,192-8.4% | $37,389-65.2% | $15,166-14.3% |
| Participant deferral / active EE | $0 | $331-100.0% | $182-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $12,327-100.0% | $3,859-100.0% |