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 | $483,246-100.0% | $63,850-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.7%-93.7pp | 87.5%-87.5pp | 93.7%-93.7pp |
| Annual return | 16.40% | 24.97%-8.6pp | 14.62%+1.8pp | 24.97%-8.6pp |
| Employer contribution / active EE | $30,070 | $28,334+6.1% | $45,303-33.6% | $28,334+6.1% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $3,004-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | $491-100.0% | $20,852-100.0% |