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 | $37,864-100.0% | $577,535-100.0% | $37,864-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 78.1%-78.1pp | 68.6%-68.6pp |
| Annual return | 3.73% | 10.04%-6.3pp | 6.14%-2.4pp | 10.04%-6.3pp |
| Employer contribution / active EE | $6,000 | $16,070-62.7% | $11,530-48.0% | $16,070-62.7% |
| Participant deferral / active EE | $0 | $1,817-100.0% | $2,961-100.0% | $1,817-100.0% |
| Admin fee / account holder | $0 | $2,256-100.0% | $9,502-100.0% | $2,256-100.0% |