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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $564,480-100.0% | $207,366-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 90.7%-90.7pp | 89.1%-89.1pp |
| Annual return | 4.56% | -14.07%+18.6pp | -19.23%+23.8pp | -14.07%+18.6pp |
| Employer contribution / active EE | $90,000 | $29,221+208.0% | $52,658+70.9% | $29,221+208.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $2,696-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $3,748-100.0% | $27,140-100.0% |