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 5-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 | $46,757-100.0% | $413,253-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.8%-40.8pp | 11.3%-11.3pp |
| Annual return | 8.14% | 9.12%-1.0pp | 8.55%-0.4pp | 10.41%-2.3pp |
| Employer contribution / active EE | $2,977 | $25,802-88.5% | $55,494-94.6% | $14,691-79.7% |
| Participant deferral / active EE | $0 | $100-100.0% | $122-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $160,808-100.0% | $2,646-100.0% |