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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $213,840-100.0% | $189,344-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 30.4%-30.4pp | 47.4%-47.4pp |
| Annual return | 0.00% | 10.52%-10.5pp | 11.02%-11.0pp | 12.16%-12.2pp |
| Employer contribution / active EE | $8,144 | $40,753-80.0% | $33,824-75.9% | $44,746-81.8% |
| Participant deferral / active EE | $3,209 | $408+686.4% | $418+668.5% | $170+1784.1% |
| Admin fee / account holder | $0 | $4,068-100.0% | $4,088-100.0% | $17,640-100.0% |