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 | $338,187-100.0% | - | $338,187-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.0%-44.0pp |
| Annual return | 3.94% | -0.41%+4.3pp | 4.95%-1.0pp | 13.05%-9.1pp |
| Employer contribution / active EE | $83,333 | $23,590+253.3% | $20,917+298.4% | $37,639+121.4% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $30,864-100.0% | - | $30,864-100.0% |