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 5-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 | $113,315-100.0% | $97,450-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 41.9%-41.9pp | 37.6%-37.6pp |
| Annual return | 17.79% | 7.90%+9.9pp | 10.56%+7.2pp | 9.30%+8.5pp |
| Employer contribution / active EE | $10,808 | $35,629-69.7% | $28,542-62.1% | $43,742-75.3% |
| Participant deferral / active EE | $0 | $332-100.0% | $484-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,309-100.0% | $1,464-100.0% | $12,596-100.0% |