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 9-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 | $54,597-100.0% | $344,859-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 23.5%-23.5pp | 44.4%-44.4pp |
| Annual return | -10.92% | -8.21%-2.7pp | -8.02%-2.9pp | -14.65%+3.7pp |
| Employer contribution / active EE | $21,875 | $39,841-45.1% | $29,748-26.5% | $46,320-52.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $388-100.0% | $388-100.0% | $14,631-100.0% |