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 3-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 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | 0.00% | -11.36%+11.4pp | -8.79%+8.8pp | -5.25%+5.2pp |
| Employer contribution / active EE | $9,086 | $11,614-21.8% | $43,435-79.1% | $15,166-40.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |