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 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -14.38% | -13.84%-0.5pp | -2.63%-11.7pp | -5.25%-9.1pp |
| Employer contribution / active EE | $13,981 | $9,583+45.9% | $29,884-53.2% | $15,166-7.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |