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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $405,731-100.0% | $497,499-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 91.9%-91.9pp | 76.7%-76.7pp | 91.9%-91.9pp |
| Annual return | 1.07% | 4.30%-3.2pp | 95.41%-94.3pp | 4.30%-3.2pp |
| Employer contribution / active EE | $50,000 | $26,636+87.7% | $41,136+21.5% | $26,636+87.7% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $4,925-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $389-100.0% | $12,997-100.0% |