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 | $198,814-100.0% | $198,814-100.0% | $289,147-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 75.0%-75.0pp | 80.8%-80.8pp |
| Annual return | 8.36% | 15.34%-7.0pp | 12.03%-3.7pp | 12.61%-4.2pp |
| Employer contribution / active EE | $87,870 | $13,041+573.8% | $13,041+573.8% | $13,617+545.3% |
| Participant deferral / active EE | $0 | $5,545-100.0% | $5,545-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $10,102-100.0% | $10,102-100.0% | $23,026-100.0% |