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 6-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 | $1,185,213-100.0% | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | - |
| Annual return | 44.42% | 42.38%+2.0pp | 9.52%+34.9pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $41,951-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $18-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $1,512-100.0% | - |