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 | $546,882-100.0% | $546,882-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 91.1%-91.1pp | 91.1%-91.1pp |
| Annual return | 6.62% | 7.64%-1.0pp | 5.92%+0.7pp | 5.95%+0.7pp |
| Employer contribution / active EE | $25,000 | $45,372-44.9% | $45,372-44.9% | $27,493-9.1% |
| Participant deferral / active EE | $0 | $4,560-100.0% | $4,560-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $5,873-100.0% | $5,873-100.0% | $18,209-100.0% |