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 9-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 | $157,433-100.0% | $157,433-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 16.7%-16.7pp | 47.4%-47.4pp |
| Annual return | 15.58% | 7.77%+7.8pp | 10.27%+5.3pp | 12.16%+3.4pp |
| Employer contribution / active EE | $111,360 | $24,772+349.5% | $19,104+482.9% | $44,746+148.9% |
| Participant deferral / active EE | $0 | $0 | $15-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $12,160-100.0% | $12,160-100.0% | $17,640-100.0% |