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 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 | $1,007,756-100.0% | $1,007,756-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 45.5%-45.5pp | 41.7%-41.7pp | 35.7%-35.7pp |
| Annual return | 1.74% | 6.04%-4.3pp | 6.09%-4.3pp | 15.19%-13.5pp |
| Employer contribution / active EE | $251,860 | $38,393+556.0% | $37,712+567.8% | $34,877+622.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $29,176-100.0% | $29,176-100.0% | $50,584-100.0% |