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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $496,847-100.0% | $496,847-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 92.6%-92.6pp | 92.6%-92.6pp | 91.1%-91.1pp |
| Annual return | 2.48% | 6.05%-3.6pp | 20.30%-17.8pp | 5.95%-3.5pp |
| Employer contribution / active EE | $83,333 | $17,763+369.1% | $18,413+352.6% | $27,493+203.1% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $12,651-100.0% | $12,651-100.0% | $18,209-100.0% |