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 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 | $49,655-100.0% | $414,698-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 17.1%-17.1pp |
| Annual return | 1.66% | 10.17%-8.5pp | 8.80%-7.1pp | 9.82%-8.2pp |
| Employer contribution / active EE | $4,267 | $16,851-74.7% | $29,429-85.5% | $13,587-68.6% |
| Participant deferral / active EE | $0 | $26-100.0% | $58-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $10,933-100.0% | $2,893-100.0% |