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 9-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 | $669,896-100.0% | $3,260,465-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 85.7%-85.7pp | 90.5%-90.5pp |
| Annual return | 3.06% | 11.25%-8.2pp | 32.92%-29.9pp | 11.25%-8.2pp |
| Employer contribution / active EE | $160,733 | $23,407+586.7% | $23,237+591.7% | $23,407+586.7% |
| Participant deferral / active EE | $0 | $8,339-100.0% | $8,486-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | $530,422-100.0% | $52,310-100.0% |