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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $151,373-100.0% | $306,246-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | - |
| Annual return | 8.98% | 94.64%-85.7pp | 35.14%-26.2pp | - |
| Employer contribution / active EE | $42,884 | $22,052+94.5% | $46,378-7.5% | - |
| Participant deferral / active EE | $0 | $0 | $69-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $4,448-100.0% | - |