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 | $564,480-100.0% | $487,824-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 100.0%-100.0pp | 89.1%-89.1pp |
| Annual return | 0.00% | -14.07%+14.1pp | -14.94%+14.9pp | -14.07%+14.1pp |
| Employer contribution / active EE | $21,620 | $29,221-26.0% | $36,486-40.7% | $29,221-26.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $6,786-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $3,101-100.0% | $27,140-100.0% |