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 | $317,036-100.0% | $177,834-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 13.0%-13.0pp |
| Annual return | 5.23% | 11.44%-6.2pp | 11.67%-6.4pp | 13.59%-8.4pp |
| Employer contribution / active EE | $14,480 | $7,885+83.7% | $28,376-49.0% | $14,592-0.8% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $15,617-100.0% | $29,657-100.0% |