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 | $748,074-100.0% | $676,505-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.4%-71.4pp | 85.0%-85.0pp |
| Annual return | 0.00% | 6.06%-6.1pp | 7.76%-7.8pp | 11.50%-11.5pp |
| Employer contribution / active EE | $12,222 | $13,604-10.2% | $12,651-3.4% | $22,247-45.1% |
| Participant deferral / active EE | $0 | $2,901-100.0% | $2,707-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $17,199-100.0% | $15,480-100.0% | $31,890-100.0% |