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 5-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 | $531,693-100.0% | $1,512,033-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 66.7%-66.7pp | 85.7%-85.7pp |
| Annual return | -8.55% | -13.27%+4.7pp | -18.32%+9.8pp | -13.27%+4.7pp |
| Employer contribution / active EE | $58,634 | $26,843+118.4% | $35,088+67.1% | $26,843+118.4% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $2,814-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $275,124-100.0% | $75,116-100.0% |