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 | $117,565-100.0% | $104,783-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 100.0%-100.0pp | 88.3%-88.3pp | 91.1%-91.1pp |
| Annual return | 0.00% | 3.86%-3.9pp | 4.82%-4.8pp | 5.95%-5.9pp |
| Employer contribution / active EE | $100,000 | $42,875+133.2% | $33,773+196.1% | $27,493+263.7% |
| Participant deferral / active EE | $0 | $1,254-100.0% | $1,165-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,853-100.0% | $1,648-100.0% | $18,209-100.0% |