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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -18.16% | -11.09%-7.1pp | -38.85%+20.7pp | -5.25%-12.9pp |
| Employer contribution / active EE | $9,091 | $16,800-45.9% | $37,752-75.9% | $15,166-40.1% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |