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 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 | $186,002-100.0% | $186,002-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 71.9%-71.9pp | 71.9%-71.9pp | 79.0%-79.0pp |
| Annual return | 8.36% | 14.60%-6.2pp | 11.51%-3.1pp | 11.86%-3.5pp |
| Employer contribution / active EE | $87,870 | $12,809+586.0% | $12,809+586.0% | $12,925+579.9% |
| Participant deferral / active EE | $0 | $6,435-100.0% | $6,435-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $9,546-100.0% | $9,546-100.0% | $23,717-100.0% |