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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $419,381-100.0% | $352,393-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 96.3%-96.3pp | 94.5%-94.5pp | 95.8%-95.8pp |
| Annual return | -0.95% | 1.89%-2.8pp | 2.44%-3.4pp | 5.38%-6.3pp |
| Employer contribution / active EE | $3,435 | $17,555-80.4% | $16,208-78.8% | $22,268-84.6% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,380-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $19,916-100.0% | $17,307-100.0% | $9,035-100.0% |