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 5-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 | $335,518-100.0% | $409,935-100.0% | $335,518-100.0% |
| Participation rate | 0.0% | 61.0%-61.0pp | 100.0%-100.0pp | 61.0%-61.0pp |
| Annual return | 14.22% | 11.71%+2.5pp | 10.40%+3.8pp | 11.71%+2.5pp |
| Employer contribution / active EE | $30,833 | $12,554+145.6% | $39,625-22.2% | $12,554+145.6% |
| Participant deferral / active EE | $0 | $1,778-100.0% | $11,238-100.0% | $1,778-100.0% |
| Admin fee / account holder | $0 | $6,926-100.0% | $6,987-100.0% | $6,926-100.0% |