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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $546,767-100.0% | $266,369-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 83.5%-83.5pp | 100.0%-100.0pp | 83.5%-83.5pp |
| Annual return | 26.99% | 10.35%+16.6pp | 56.49%-29.5pp | 10.35%+16.6pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $36,882-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $365-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $216-100.0% | $48,677-100.0% |