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 | $333,627-100.0% | $205,371-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 56.2%-56.2pp | 35.7%-35.7pp |
| Annual return | 5.19% | 4.86%+0.3pp | 5.90%-0.7pp | 15.19%-10.0pp |
| Employer contribution / active EE | $647 | $32,229-98.0% | $24,714-97.4% | $34,877-98.1% |
| Participant deferral / active EE | $0 | $249-100.0% | $644-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $50,584-100.0% |