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 | $280,515-100.0% | $278,735-100.0% | $263,064-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 0.00% | -5.15%+5.2pp | -5.00%+5.0pp | -1.59%+1.6pp |
| Employer contribution / active EE | $24,527 | $38,407-36.1% | $38,789-36.8% | $33,160-26.0% |
| Participant deferral / active EE | $0 | $15,622-100.0% | $15,064-100.0% | $7,831-100.0% |
| Admin fee / account holder | $0 | $8,605-100.0% | $8,885-100.0% | $9,535-100.0% |