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 7-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 | $198,586-100.0% | $78,313-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 13.5%-13.5pp |
| Annual return | 22.05% | 10.60%+11.5pp | 6.61%+15.4pp | 9.29%+12.8pp |
| Employer contribution / active EE | $2,490 | $14,953-83.3% | $24,284-89.7% | $15,168-83.6% |
| Participant deferral / active EE | $0 | $12-100.0% | $408-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $19,478-100.0% | $2,037-100.0% |