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 | $46,757-100.0% | $451,207-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 35.0%-35.0pp | 11.3%-11.3pp |
| Annual return | 3.36% | 10.41%-7.1pp | 8.77%-5.4pp | 10.41%-7.1pp |
| Employer contribution / active EE | $7,031 | $14,691-52.1% | $36,356-80.7% | $14,691-52.1% |
| Participant deferral / active EE | $0 | $58-100.0% | $68-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $3,635-100.0% | $2,646-100.0% |