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 10-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $430,769-100.0% | $227,127-100.0% | $430,769-100.0% |
| Participation rate | 0.0% | 90.6%-90.6pp | 79.4%-79.4pp | 90.6%-90.6pp |
| Annual return | -2.54% | 10.77%-13.3pp | -0.24%-2.3pp | 10.77%-13.3pp |
| Employer contribution / active EE | $4,983 | $26,022-80.8% | $28,293-82.4% | $26,022-80.8% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $32-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $2,482-100.0% | $18,309-100.0% |