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 | $10,194-100.0% | $10,105-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 11.1%-11.1pp | 48.7%-48.7pp |
| Annual return | 0.01% | -8.45%+8.5pp | 16.23%-16.2pp | -2.16%+2.2pp |
| Employer contribution / active EE | $159,168 | $21,995+623.7% | $17,605+804.1% | $42,957+270.5% |
| Participant deferral / active EE | $0 | $169-100.0% | $237-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | $12,572-100.0% |