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 5-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 | $6,300-100.0% | $319,563-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 41.2%-41.2pp | 11.0%-11.0pp |
| Annual return | 7.46% | 6.59%+0.9pp | 7.21%+0.2pp | 8.23%-0.8pp |
| Employer contribution / active EE | $0 | $9,691-100.0% | $33,209-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $196-100.0% | $1,652-100.0% |