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 8-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 | $36,224-100.0% | $505,629-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 39.0%-39.0pp | 2.1%-2.1pp |
| Annual return | 6.19% | 9.14%-2.9pp | 8.40%-2.2pp | 9.14%-2.9pp |
| Employer contribution / active EE | $43,127 | $19,963+116.0% | $39,312+9.7% | $19,963+116.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $131-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $38,466-100.0% | $200-100.0% |