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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 16.1%-16.1pp | 55.8%-55.8pp |
| Annual return | 25.43% | 9.19%+16.2pp | 9.36%+16.1pp | 24.42%+1.0pp |
| Employer contribution / active EE | $54,000 | $35,866+50.6% | $31,270+72.7% | $41,338+30.6% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,079-100.0% |