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 | $417,381-100.0% | $417,381-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 47.0%-47.0pp | 28.2%-28.2pp | 44.0%-44.0pp |
| Annual return | 3.59% | 4.96%-1.4pp | 5.83%-2.2pp | 13.05%-9.5pp |
| Employer contribution / active EE | $16,000 | $45,572-64.9% | $38,352-58.3% | $37,639-57.5% |
| Participant deferral / active EE | $2,697 | $124+2076.2% | $165+1532.9% | $49+5432.1% |
| Admin fee / account holder | $0 | $6,587-100.0% | $6,587-100.0% | $30,864-100.0% |