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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,274-100.0% | $291,448-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 29.3%-29.3pp | 28.6%-28.6pp | 8.4%-8.4pp |
| Annual return | 6.54% | 5.68%+0.9pp | 6.39%+0.1pp | 18.34%-11.8pp |
| Employer contribution / active EE | $920 | $7,755-88.1% | $30,371-97.0% | $14,665-93.7% |
| Participant deferral / active EE | $0 | $49-100.0% | $24-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,125-100.0% | $7,637-100.0% | $9,141-100.0% |