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 | $59,553-100.0% | $83,167-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 77.9%-77.9pp | 15.7%-15.7pp |
| Annual return | -3.29% | -0.78%-2.5pp | -0.37%-2.9pp | -7.14%+3.8pp |
| Employer contribution / active EE | $6,610 | $11,650-43.3% | $27,460-75.9% | $14,613-54.8% |
| Participant deferral / active EE | $0 | $997-100.0% | $1,021-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,768-100.0% | $3,063-100.0% | $1,191-100.0% |