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 | $159,595 | $669,896-76.2% | $60,233+165.0% | $669,896-76.2% |
| Participation rate | 100.0% | 90.5%+9.5pp | 93.7%+6.3pp | 90.5%+9.5pp |
| Annual return | 47.61% | 11.25%+36.4pp | 22.54%+25.1pp | 11.25%+36.4pp |
| Employer contribution / active EE | $27,500 | $23,407+17.5% | $10,569+160.2% | $23,407+17.5% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $1,608-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $1,345-100.0% | $52,310-100.0% |