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 9-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 | $105,125-100.0% | $215,441-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.7%-50.7pp | 14.6%-14.6pp |
| Annual return | 2.37% | -1.99%+4.4pp | 1.09%+1.3pp | 10.56%-8.2pp |
| Employer contribution / active EE | $2,000 | $9,499-78.9% | $57,621-96.5% | $13,643-85.3% |
| Participant deferral / active EE | $0 | $140-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $10,762-100.0% | $3,354-100.0% |