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 9-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 | $233,564-100.0% | $105,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | - |
| Annual return | 7.23% | 28.83%-21.6pp | 9.21%-2.0pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $35,088-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $163-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $4,019-100.0% | - |