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 | $306,023-100.0% | $306,023-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | 99.6%-99.6pp | 96.2%-96.2pp |
| Annual return | 9.69% | 10.35%-0.7pp | 10.51%-0.8pp | 6.50%+3.2pp |
| Employer contribution / active EE | $70,000 | $33,877+106.6% | $34,401+103.5% | $25,613+173.3% |
| Participant deferral / active EE | $0 | $8,201-100.0% | $7,898-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $17,975-100.0% | $17,975-100.0% | $31,748-100.0% |