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 | $859,867-100.0% | $21,824-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 100.0%-100.0pp | 85.0%-85.0pp |
| Annual return | 24.02% | 11.50%+12.5pp | 15.68%+8.3pp | 11.50%+12.5pp |
| Employer contribution / active EE | $100,000 | $22,247+349.5% | $50,863+96.6% | $22,247+349.5% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $1,725-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $31,890-100.0% | $0 | $31,890-100.0% |