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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | 5.20% | -0.62%+5.8pp | -0.67%+5.9pp | -82.66%+87.9pp |
| Employer contribution / active EE | $9,091 | $37,810-76.0% | $31,731-71.3% | $43,769-79.2% |
| Participant deferral / active EE | $7,781 | $456+1605.2% | $473+1544.0% | $103+7477.5% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |