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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $270,507-100.0% | $76,880-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 93.5%-93.5pp | 66.7%-66.7pp | 93.5%-93.5pp |
| Annual return | -1.73% | -4.71%+3.0pp | -1.74%0pp | -4.71%+3.0pp |
| Employer contribution / active EE | $0 | $25,782-100.0% | $9,832-100.0% | $25,782-100.0% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $4,751-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $432-100.0% | $10,647-100.0% |