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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $337,579-100.0% | $268,191-100.0% | $270,507-100.0% |
| Participation rate | 0.0% | 92.3%-92.3pp | 87.6%-87.6pp | 93.5%-93.5pp |
| Annual return | -8.04% | -3.50%-4.5pp | -5.54%-2.5pp | -4.71%-3.3pp |
| Employer contribution / active EE | $6,563 | $19,140-65.7% | $17,350-62.2% | $25,782-74.5% |
| Participant deferral / active EE | $0 | $2,514-100.0% | $2,151-100.0% | $5,950-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $3,454-100.0% | $10,647-100.0% |