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 | $105,125-100.0% | - | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | - | 14.6%-14.6pp |
| Annual return | -4.51% | 10.56%-15.1pp | -5.45%+0.9pp | 10.56%-15.1pp |
| Employer contribution / active EE | $10,879 | $13,643-20.3% | $20,727-47.5% | $13,643-20.3% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | - | $3,354-100.0% |