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 7-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 | $162,152-100.0% | $162,152-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 50.0%-50.0pp | 39.2%-39.2pp |
| Annual return | 10.43% | 13.40%-3.0pp | 13.01%-2.6pp | 13.91%-3.5pp |
| Employer contribution / active EE | $0 | $39,370-100.0% | $35,911-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $97-100.0% | $91-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $884-100.0% | $884-100.0% | $41,846-100.0% |