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 | $431,983-100.0% | $431,983-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 66.7%-66.7pp | 55.8%-55.8pp |
| Annual return | 8.85% | 9.67%-0.8pp | 9.65%-0.8pp | 24.42%-15.6pp |
| Employer contribution / active EE | $0 | $51,506-100.0% | $50,004-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $43,894 | $60+73188.5% | $62+70517.8% | $55+79303.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,079-100.0% |