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 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 | $238,417-100.0% | $197,205-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 26.7%-26.7pp | 39.2%-39.2pp |
| Annual return | 0.00% | 9.91%-9.9pp | 9.79%-9.8pp | 13.91%-13.9pp |
| Employer contribution / active EE | $91,857 | $41,881+119.3% | $40,174+128.6% | $35,282+160.4% |
| Participant deferral / active EE | $0 | $180-100.0% | $199-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,353-100.0% | $1,949-100.0% | $41,846-100.0% |