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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | 7.18% | 8.88%-1.7pp | 9.36%-2.2pp | 9.89%-2.7pp |
| Employer contribution / active EE | $4,980 | $15,976-68.8% | $31,270-84.1% | $14,313-65.2% |
| Participant deferral / active EE | $1,397 | $621+124.9% | $263+430.3% | $62+2151.6% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |