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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $452,427-100.0% | $452,427-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 86.9%-86.9pp | 86.9%-86.9pp | 90.6%-90.6pp |
| Annual return | 16.93% | 166.35%-149.4pp | 124.80%-107.9pp | 10.77%+6.2pp |
| Employer contribution / active EE | $91,667 | $26,315+248.3% | $24,835+269.1% | $26,022+252.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $5,751-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $36,930-100.0% | $36,930-100.0% | $18,309-100.0% |