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 7-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 | $68,458-100.0% | $68,458-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 10.1%-10.1pp | 46.4%-46.4pp |
| Annual return | -4.79% | -0.13%-4.7pp | -0.87%-3.9pp | -82.66%+77.9pp |
| Employer contribution / active EE | $10,000 | $29,094-65.6% | $21,826-54.2% | $43,769-77.2% |
| Participant deferral / active EE | $0 | $764-100.0% | $656-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $165-100.0% | $165-100.0% | $11,204-100.0% |