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 | $859,867-100.0% | $17,618-100.0% | $859,867-100.0% |
| Participation rate | 0.0% | 85.0%-85.0pp | 76.9%-76.9pp | 85.0%-85.0pp |
| Annual return | 12.12% | 11.50%+0.6pp | 20.70%-8.6pp | 11.50%+0.6pp |
| Employer contribution / active EE | $0 | $22,247-100.0% | $1,961-100.0% | $22,247-100.0% |
| Participant deferral / active EE | $0 | $7,004-100.0% | $747-100.0% | $7,004-100.0% |
| Admin fee / account holder | $0 | $31,890-100.0% | $20-100.0% | $31,890-100.0% |