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 10-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 | $181,263-100.0% | $181,263-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 66.1%-66.1pp | 52.9%-52.9pp | 39.2%-39.2pp |
| Annual return | 11.29% | 12.30%-1.0pp | 12.57%-1.3pp | 13.91%-2.6pp |
| Employer contribution / active EE | $1,362 | $26,565-94.9% | $23,666-94.2% | $35,282-96.1% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $187,584-100.0% | $187,584-100.0% | $41,846-100.0% |