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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $253,814-100.0% | $226,711-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 61.5%-61.5pp | 48.3%-48.3pp | 48.7%-48.7pp |
| Annual return | 2.15% | -1.65%+3.8pp | -1.71%+3.9pp | -2.16%+4.3pp |
| Employer contribution / active EE | $6,538 | $52,988-87.7% | $45,357-85.6% | $42,957-84.8% |
| Participant deferral / active EE | $0 | $180-100.0% | $175-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,341-100.0% | $7,161-100.0% | $12,572-100.0% |