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 | $468,231-100.0% | $467,873-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 97.8%-97.8pp | 97.8%-97.8pp | 93.7%-93.7pp |
| Annual return | 18.23% | 34.80%-16.6pp | 34.76%-16.5pp | 24.97%-6.7pp |
| Employer contribution / active EE | $30,000 | $30,904-2.9% | $32,713-8.3% | $28,334+5.9% |
| Participant deferral / active EE | $0 | $11,835-100.0% | $11,835-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $18,118-100.0% | $18,118-100.0% | $20,852-100.0% |