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 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | -3.87% | -3.41%-0.5pp | -3.29%-0.6pp | -82.66%+78.8pp |
| Employer contribution / active EE | $48,000 | $41,836+14.7% | $36,762+30.6% | $43,769+9.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |