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 4-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $6,886-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 11.0%-11.0pp |
| Annual return | -20.30% | 4.91%-25.2pp | 7.14%-27.4pp | 8.23%-28.5pp |
| Employer contribution / active EE | $13,651 | $6,090+124.1% | $20,022-31.8% | $13,859-1.5% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $5-100.0% | $1,652-100.0% |