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 | $191,373-100.0% | $191,373-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 5.3%-5.3pp | 55.8%-55.8pp |
| Annual return | 12.02% | 5.45%+6.6pp | 8.46%+3.6pp | 24.42%-12.4pp |
| Employer contribution / active EE | $27,625 | $44,942-38.5% | $25,175+9.7% | $41,338-33.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $181-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $730-100.0% | $730-100.0% | $22,079-100.0% |