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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $532,482-100.0% | $532,482-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 88.5%-88.5pp | 90.6%-90.6pp |
| Annual return | 4.20% | -1.45%+5.7pp | 0.55%+3.7pp | 10.77%-6.6pp |
| Employer contribution / active EE | $6,667 | $37,690-82.3% | $37,690-82.3% | $26,022-74.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $3,301-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $1,977-100.0% | $1,977-100.0% | $18,309-100.0% |