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% | $614,111-100.0% | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 75.0%-75.0pp | 87.9%-87.9pp |
| Annual return | -0.10% | 19.66%-19.8pp | 2.46%-2.6pp | 19.66%-19.8pp |
| Employer contribution / active EE | $18,750 | $21,011-10.8% | $15,570+20.4% | $21,011-10.8% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $4,555-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | $16,953-100.0% | $49,887-100.0% |