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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $385,693-100.0% | $385,693-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 84.6%-84.6pp | 91.1%-91.1pp |
| Annual return | 3.73% | 14.57%-10.8pp | 13.98%-10.3pp | 5.95%-2.2pp |
| Employer contribution / active EE | $83,504 | $30,623+172.7% | $29,699+181.2% | $27,493+203.7% |
| Participant deferral / active EE | $0 | $8,397-100.0% | $8,397-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,136-100.0% | $1,136-100.0% | $18,209-100.0% |