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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $581,964-100.0% | $217,422-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 64.8%-64.8pp | 87.9%-87.9pp |
| Annual return | -10.02% | 19.66%-29.7pp | -3.54%-6.5pp | 19.66%-29.7pp |
| Employer contribution / active EE | $16,567 | $21,011-21.2% | $15,647+5.9% | $21,011-21.2% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $6,782-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $2,515-100.0% | $49,887-100.0% |