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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.4%-47.4pp |
| Annual return | 17.47% | 10.25%+7.2pp | 10.78%+6.7pp | 12.16%+5.3pp |
| Employer contribution / active EE | $5,124 | $47,546-89.2% | $41,857-87.8% | $44,746-88.5% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |