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 | $2,286,405-100.0% | $2,286,405-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | 0.82% | 0.51%+0.3pp | 4.92%-4.1pp | 9.30%-8.5pp |
| Employer contribution / active EE | $73,250 | $61,097+19.9% | $39,114+87.3% | $43,742+67.5% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |