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 | $427,974-100.0% | $412,440-100.0% | $474,542-100.0% |
| Participation rate | 0.0% | 87.7%-87.7pp | 85.4%-85.4pp | 87.2%-87.2pp |
| Annual return | 0.06% | 8.97%-8.9pp | 8.58%-8.5pp | 7.51%-7.5pp |
| Employer contribution / active EE | $30,000 | $18,215+64.7% | $19,314+55.3% | $27,752+8.1% |
| Participant deferral / active EE | $0 | $8,480-100.0% | $8,006-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $6,403-100.0% | $6,133-100.0% |