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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $383,300-100.0% | $383,300-100.0% | $478,521-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.5%-87.5pp | 89.3%-89.3pp |
| Annual return | 0.00% | -2.76%+2.8pp | -2.73%+2.7pp | 101.52%-101.5pp |
| Employer contribution / active EE | $45,168 | $12,026+275.6% | $11,551+291.0% | $22,406+101.6% |
| Participant deferral / active EE | $0 | $9,404-100.0% | $9,404-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $6,549-100.0% | $6,549-100.0% | $12,578-100.0% |