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 | $575,287-100.0% | $2,192,015-100.0% | $575,287-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 57.1%-57.1pp | 88.5%-88.5pp |
| Annual return | 15.00% | 7.52%+7.5pp | 28.82%-13.8pp | 7.52%+7.5pp |
| Employer contribution / active EE | $23,738 | $26,761-11.3% | $19,814+19.8% | $26,761-11.3% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $6,677-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,721-100.0% | $70,748-100.0% | $17,721-100.0% |