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 6-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 | $268,458-100.0% | $264,156-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 45.6%-45.6pp | 45.6%-45.6pp |
| Annual return | 4.06% | 4.72%-0.7pp | 4.74%-0.7pp | 4.16%-0.1pp |
| Employer contribution / active EE | $0 | $48,881-100.0% | $46,220-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |