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 7-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 | $254,510-100.0% | - | $254,510-100.0% |
| Participation rate | 0.0% | 43.0%-43.0pp | - | 43.0%-43.0pp |
| Annual return | 18.30% | 259.13%-240.8pp | 136.58%-118.3pp | 259.13%-240.8pp |
| Employer contribution / active EE | $5,539 | $41,469-86.6% | $10,207-45.7% | $41,469-86.6% |
| Participant deferral / active EE | $0 | $153-100.0% | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $21,546-100.0% | - | $21,546-100.0% |