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 | $498,888-100.0% | $609,303-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 100.0%-100.0pp | 90.2%-90.2pp |
| Annual return | 11.05% | 8.46%+2.6pp | 11.98%-0.9pp | 8.46%+2.6pp |
| Employer contribution / active EE | $89,914 | $28,233+218.5% | $15,689+473.1% | $28,233+218.5% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $5,332-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $2,007-100.0% | $67,015-100.0% |