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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $433,529-100.0% | $433,529-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 22.9%-22.9pp | 37.6%-37.6pp |
| Annual return | 8.38% | 10.52%-2.1pp | 12.74%-4.4pp | 9.30%-0.9pp |
| Employer contribution / active EE | $10,856 | $41,439-73.8% | $33,332-67.4% | $43,742-75.2% |
| Participant deferral / active EE | $0 | $124-100.0% | $157-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $2,396-100.0% | $12,596-100.0% |