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 10-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 | $105,125-100.0% | $463,922-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 14.6%-14.6pp |
| Annual return | 2.63% | -3.96%+6.6pp | 60.62%-58.0pp | 10.56%-7.9pp |
| Employer contribution / active EE | $3,980 | $14,274-72.1% | $61,657-93.5% | $13,643-70.8% |
| Participant deferral / active EE | $0 | $0 | $288-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $23-100.0% | $3,354-100.0% |