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 | $669,896-100.0% | $18,725-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 100.0%-100.0pp | 90.5%-90.5pp |
| Annual return | 11.22% | 11.25%0pp | 17.20%-6.0pp | 11.25%0pp |
| Employer contribution / active EE | $38,404 | $23,407+64.1% | $20,177+90.3% | $23,407+64.1% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $1,950-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $4,492-100.0% | $52,310-100.0% |