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 | $398,892-100.0% | $398,892-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 2.17% | 8.32%-6.1pp | 8.55%-6.4pp | 24.42%-22.3pp |
| Employer contribution / active EE | $21,353 | $40,973-47.9% | $37,109-42.5% | $41,338-48.3% |
| Participant deferral / active EE | $54 | $20+171.4% | $18+199.4% | $55-1.5% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,079-100.0% |