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 7-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 | $286,844-100.0% | $765,066-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 37.6%-37.6pp |
| Annual return | 6.89% | 5.63%+1.3pp | 8.31%-1.4pp | 9.30%-2.4pp |
| Employer contribution / active EE | $26,333 | $29,580-11.0% | $21,002+25.4% | $43,742-39.8% |
| Participant deferral / active EE | $0 | $188-100.0% | $224-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | $724-100.0% | $12,596-100.0% |