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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $531,693-100.0% | $408,119-100.0% | $531,693-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 100.0%-100.0pp | 85.7%-85.7pp |
| Annual return | -21.61% | -13.27%-8.3pp | -4.58%-17.0pp | -13.27%-8.3pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $438-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $656-100.0% | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $46,561-100.0% | $75,116-100.0% |