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 5-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 | $84,337-100.0% | $291,448-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 28.6%-28.6pp | 37.6%-37.6pp |
| Annual return | -18.28% | 5.53%-23.8pp | 6.39%-24.7pp | 9.30%-27.6pp |
| Employer contribution / active EE | $28,437 | $39,799-28.5% | $30,371-6.4% | $43,742-35.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $24-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $8,141-100.0% | $7,637-100.0% | $12,596-100.0% |