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 9-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 | $50,876-100.0% | $177,383-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 15.7%-15.7pp |
| Annual return | -1.91% | -2.30%+0.4pp | -0.48%-1.4pp | -7.14%+5.2pp |
| Employer contribution / active EE | $4,029 | $5,206-22.6% | $23,357-82.7% | $14,613-72.4% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $3,964-100.0% | $1,191-100.0% |