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 10-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 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -3.08% | -10.20%+7.1pp | -2.63%-0.4pp | -14.65%+11.6pp |
| Employer contribution / active EE | $21,636 | $48,508-55.4% | $29,884-27.6% | $46,320-53.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |