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.
Employer 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 | $50,876-100.0% | $10,105-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 15.7%-15.7pp |
| Annual return | -3.24% | -6.27%+3.0pp | 16.23%-19.5pp | -7.14%+3.9pp |
| Employer contribution / active EE | $6,353 | $14,200-55.3% | $17,605-63.9% | $14,613-56.5% |
| Participant deferral / active EE | $0 | $279-100.0% | $237-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $11-100.0% | $1,191-100.0% |