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 | $272,150-100.0% | $271,250-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 0.00% | 8.23%-8.2pp | 8.14%-8.1pp | 5.38%-5.4pp |
| Employer contribution / active EE | $103,002 | $26,442+289.5% | $26,869+283.3% | $22,268+362.5% |
| Participant deferral / active EE | $0 | $5,265-100.0% | $5,265-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $3,336-100.0% | $3,336-100.0% | $9,035-100.0% |