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 8-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 | $142,459-100.0% | $110,523-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 47.6%-47.6pp | 45.6%-45.6pp |
| Annual return | 8.78% | 0.75%+8.0pp | 1.69%+7.1pp | 4.16%+4.6pp |
| Employer contribution / active EE | $48,838 | $33,373+46.3% | $24,295+101.0% | $42,916+13.8% |
| Participant deferral / active EE | $0 | $1,105-100.0% | $1,031-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $905-100.0% | $1,392-100.0% | $21,465-100.0% |