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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $358,721-100.0% | $319,563-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 53.8%-53.8pp | 41.2%-41.2pp | 43.9%-43.9pp |
| Annual return | 12.52% | 6.78%+5.7pp | 7.21%+5.3pp | 13.05%-0.5pp |
| Employer contribution / active EE | $716 | $35,408-98.0% | $33,209-97.8% | $37,651-98.1% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $196-100.0% | $196-100.0% | $30,946-100.0% |