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 | $507,760-100.0% | $505,189-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 91.3%-91.3pp | 90.4%-90.4pp | 89.6%-89.6pp |
| Annual return | 3.38% | 13.03%-9.7pp | 13.03%-9.7pp | 10.38%-7.0pp |
| Employer contribution / active EE | $59,395 | $15,890+273.8% | $16,213+266.3% | $19,351+206.9% |
| Participant deferral / active EE | $0 | $13,485-100.0% | $13,093-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $6,250-100.0% | $6,372-100.0% | $14,894-100.0% |