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 4-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 | $46,787-100.0% | $186,774-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 55.8%-55.8pp | 12.4%-12.4pp |
| Annual return | 5.82% | 7.12%-1.3pp | 7.78%-2.0pp | 9.89%-4.1pp |
| Employer contribution / active EE | $8,558 | $10,929-21.7% | $32,517-73.7% | $14,313-40.2% |
| Participant deferral / active EE | $0 | $836-100.0% | $504-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,433-100.0% | $3,044-100.0% | $9,084-100.0% |