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.
Employer 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 | $360,335-100.0% | $261,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | - |
| Annual return | -7.96% | 25.06%-33.0pp | -2.99%-5.0pp | - |
| Employer contribution / active EE | $20,110 | $22,783-11.7% | $41,623-51.7% | - |
| Participant deferral / active EE | $0 | $0 | $35-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $38,841-100.0% | - |