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 9-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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 17.73% | 11.70%+6.0pp | 7.32%+10.4pp | 18.34%-0.6pp |
| Employer contribution / active EE | $15,484 | $9,106+70.0% | $23,426-33.9% | $14,665+5.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |