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 | $350,408-100.0% | - | $350,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -18.16% | -7.28%-10.9pp | 22.50%-40.7pp | -14.65%-3.5pp |
| Employer contribution / active EE | $20,358 | $42,083-51.6% | $33,849-39.9% | $46,320-56.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,631-100.0% | - | $14,631-100.0% |