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 3-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 | $205,401-100.0% | $205,401-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 17.6%-17.6pp | 48.7%-48.7pp |
| Annual return | -1.35% | 0.38%-1.7pp | 0.02%-1.4pp | -2.16%+0.8pp |
| Employer contribution / active EE | $2,300 | $53,060-95.7% | $45,513-94.9% | $42,957-94.6% |
| Participant deferral / active EE | $0 | $119-100.0% | $109-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $4,705-100.0% | $12,572-100.0% |