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 | $533,381-100.0% | $468,504-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.9%-93.9pp | 94.1%-94.1pp | 93.7%-93.7pp |
| Annual return | 4.62% | 12.29%-7.7pp | 12.79%-8.2pp | 24.97%-20.4pp |
| Employer contribution / active EE | $6,250 | $17,348-64.0% | $16,822-62.8% | $28,334-77.9% |
| Participant deferral / active EE | $0 | $4,861-100.0% | $3,950-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $58,532-100.0% | $48,878-100.0% | $20,852-100.0% |