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 4-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 | $54,105-100.0% | $233,038-100.0% | $54,105-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 76.1%-76.1pp | 78.8%-78.8pp |
| Annual return | 3.68% | 4.97%-1.3pp | 2.25%+1.4pp | 4.97%-1.3pp |
| Employer contribution / active EE | $3,293 | $7,091-53.6% | $5,162-36.2% | $7,091-53.6% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,018-100.0% | $1,890-100.0% |
| Admin fee / account holder | $0 | $4,098-100.0% | $20,161-100.0% | $4,098-100.0% |