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 8-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 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | 5.16% | 15.23%-10.1pp | 4.74%+0.4pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,089-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |