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 | $52,729-100.0% | - | $52,729-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | - | 12.6%-12.6pp |
| Annual return | 7.17% | 4.56%+2.6pp | 6.15%+1.0pp | 4.56%+2.6pp |
| Employer contribution / active EE | $3,485 | $15,526-77.6% | $45,879-92.4% | $15,526-77.6% |
| Participant deferral / active EE | $0 | $97-100.0% | $0 | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | - | $1,711-100.0% |