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 | $274,299-100.0% | $274,299-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 43.5%-43.5pp | 39.8%-39.8pp | 37.6%-37.6pp |
| Annual return | 13.77% | 8.66%+5.1pp | 8.84%+4.9pp | 9.30%+4.5pp |
| Employer contribution / active EE | $400,000 | $69,629+474.5% | $67,446+493.1% | $43,742+814.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $46,528-100.0% | $46,528-100.0% | $12,596-100.0% |