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 10-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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 18.04% | 13.58%+4.5pp | 18.06%0pp | 13.59%+4.5pp |
| Employer contribution / active EE | $6,939 | $15,445-55.1% | $30,411-77.2% | $14,592-52.4% |
| Participant deferral / active EE | $1,211 | $70+1640.9% | $40+2954.8% | $67+1709.4% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |