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 | $138,807-100.0% | $138,807-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 10.0%-10.0pp | 39.2%-39.2pp |
| Annual return | 13.93% | 8.45%+5.5pp | 8.39%+5.5pp | 13.91%0pp |
| Employer contribution / active EE | $44,975 | $25,911+73.6% | $20,497+119.4% | $35,282+27.5% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |