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 | $767,447-100.0% | $741,050-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.3%-86.3pp | 89.1%-89.1pp |
| Annual return | -22.46% | -16.51%-5.9pp | -17.37%-5.1pp | -14.07%-8.4pp |
| Employer contribution / active EE | $83,333 | $31,544+164.2% | $31,041+168.5% | $29,221+185.2% |
| Participant deferral / active EE | $0 | $951-100.0% | $1,035-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $8,875-100.0% | $8,481-100.0% | $27,140-100.0% |