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 | $184,590-100.0% | $171,071-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.3%-49.3pp | 37.4%-37.4pp | 46.4%-46.4pp |
| Annual return | 5.55% | -3.76%+9.3pp | -3.19%+8.7pp | -82.66%+88.2pp |
| Employer contribution / active EE | $150,000 | $56,660+164.7% | $48,658+208.3% | $43,769+242.7% |
| Participant deferral / active EE | $0 | $287-100.0% | $273-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,685-100.0% | $5,129-100.0% | $11,204-100.0% |