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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $859,867-100.0% | $543,517-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 100.0%-100.0pp | 85.0%-85.0pp |
| Annual return | 3.20% | 11.50%-8.3pp | 0.23%+3.0pp | 11.50%-8.3pp |
| Employer contribution / active EE | $71,050 | $22,247+219.4% | $32,542+118.3% | $22,247+219.4% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $15,982-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $31,890-100.0% | $0 | $31,890-100.0% |