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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $177,383-100.0% | $177,383-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 23.8%-23.8pp | 48.7%-48.7pp |
| Annual return | -10.04% | -2.14%-7.9pp | -0.48%-9.6pp | -2.16%-7.9pp |
| Employer contribution / active EE | $50,000 | $29,259+70.9% | $23,357+114.1% | $42,957+16.4% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,964-100.0% | $3,964-100.0% | $12,572-100.0% |