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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 21.90% | 12.41%+9.5pp | 11.31%+10.6pp | 18.34%+3.6pp |
| Employer contribution / active EE | $13,462 | $18,122-25.7% | $35,729-62.3% | $14,665-8.2% |
| Participant deferral / active EE | $8,327 | $427+1850.5% | $237+3418.7% | $70+11859.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |