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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $355,857-100.0% | $334,483-100.0% | $405,731-100.0% |
| Participation rate | 0.0% | 97.2%-97.2pp | 97.3%-97.3pp | 91.9%-91.9pp |
| Annual return | -3.35% | -1.24%-2.1pp | -1.01%-2.3pp | 4.30%-7.6pp |
| Employer contribution / active EE | $112,500 | $20,736+442.5% | $20,696+443.6% | $26,636+322.4% |
| Participant deferral / active EE | $0 | $9,955-100.0% | $9,704-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $10,401-100.0% | $15,151-100.0% | $12,997-100.0% |