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 7-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 | $447,195-100.0% | $447,195-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 25.8%-25.8pp | 44.4%-44.4pp |
| Annual return | -12.32% | -10.58%-1.7pp | -11.06%-1.3pp | -14.65%+2.3pp |
| Employer contribution / active EE | $204,167 | $62,232+228.1% | $55,362+268.8% | $46,320+340.8% |
| Participant deferral / active EE | $0 | $19-100.0% | $26-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,572-100.0% | $3,572-100.0% | $14,631-100.0% |