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 5-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 | $289,682-100.0% | $362,723-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | - |
| Annual return | 3.77% | 43.80%-40.0pp | 10.56%-6.8pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,197-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $33-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $2,168-100.0% | - |