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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,688-100.0% | $192,069-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 19.0%-19.0pp | 13.2%-13.2pp | 15.7%-15.7pp |
| Annual return | -4.34% | -1.80%-2.5pp | -0.79%-3.6pp | -7.14%+2.8pp |
| Employer contribution / active EE | $26,786 | $5,801+361.7% | $28,419-5.7% | $14,613+83.3% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $6,324-100.0% | $1,191-100.0% |