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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | -12.37% | -2.89%-9.5pp | -2.18%-10.2pp | -82.66%+70.3pp |
| Employer contribution / active EE | $87,500 | $50,326+73.9% | $38,751+125.8% | $43,769+99.9% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |