Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 1 actuary disclosure for $4.99 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 | $338,137-100.0% | - | $338,137-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.9%-43.9pp |
| Annual return | 6.01% | -0.41%+6.4pp | 4.95%+1.1pp | 13.05%-7.0pp |
| Employer contribution / active EE | $15,000 | $23,590-36.4% | $20,917-28.3% | $37,651-60.2% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $30,946-100.0% | - | $30,946-100.0% |