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 | $535,654-100.0% | $434,039-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 97.1%-97.1pp | 96.2%-96.2pp |
| Annual return | 0.00% | 10.51%-10.5pp | 11.11%-11.1pp | 6.50%-6.5pp |
| Employer contribution / active EE | $9,893 | $20,432-51.6% | $18,764-47.3% | $25,613-61.4% |
| Participant deferral / active EE | $0 | $5,377-100.0% | $4,535-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $135,928-100.0% | $112,112-100.0% | $31,748-100.0% |