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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | - | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 0.0%0pp | 2.2%-2.2pp |
| Annual return | 5.47% | 9.11%-3.6pp | 8.37%-2.9pp | 9.11%-3.6pp |
| Employer contribution / active EE | $4,215 | $12,231-65.5% | $29,626-85.8% | $12,231-65.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $0 | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |