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 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 6.32% | 10.61%-4.3pp | 9.35%-3.0pp | 10.41%-4.1pp |
| Employer contribution / active EE | $6,207 | $8,724-28.9% | $25,504-75.7% | $14,691-57.8% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |