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 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 | $628,955-100.0% | $628,955-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 41.9%-41.9pp | 44.0%-44.0pp |
| Annual return | 0.91% | 8.13%-7.2pp | 8.15%-7.2pp | 13.05%-12.1pp |
| Employer contribution / active EE | $11,000 | $43,711-74.8% | $42,534-74.1% | $37,639-70.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $12,760-100.0% | $12,760-100.0% | $30,864-100.0% |