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 | $483,246-100.0% | $175,100-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.7%-93.7pp | 100.0%-100.0pp | 93.7%-93.7pp |
| Annual return | 10.30% | 24.97%-14.7pp | -10.10%+20.4pp | 24.97%-14.7pp |
| Employer contribution / active EE | $0 | $28,334-100.0% | $1,846-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $0 | $7,967-100.0% | $6,509-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $20,852-100.0% | - | $20,852-100.0% |