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 6-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 | $627,365-100.0% | $577,535-100.0% | $669,896-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.1%-78.1pp | 90.5%-90.5pp |
| Annual return | 50.76% | 5.73%+45.0pp | 6.14%+44.6pp | 11.25%+39.5pp |
| Employer contribution / active EE | $0 | $12,122-100.0% | $11,530-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $2,961-100.0% | $8,339-100.0% |
| Admin fee / account holder | $0 | $10,557-100.0% | $9,502-100.0% | $52,310-100.0% |