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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 13.34% | 10.98%+2.4pp | 9.49%+3.9pp | 9.82%+3.5pp |
| Employer contribution / active EE | $14,633 | $19,261-24.0% | $29,215-49.9% | $13,587+7.7% |
| Participant deferral / active EE | $5,761 | $1,087+430.2% | $359+1503.7% | $81+6969.5% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |