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 | $69,767-100.0% | $403,265-100.0% | $69,767-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 98.3%-98.3pp | 76.8%-76.8pp |
| Annual return | 11.58% | -8.62%+20.2pp | 1.23%+10.3pp | -8.62%+20.2pp |
| Employer contribution / active EE | $8,893 | $3,142+183.0% | $14,440-38.4% | $3,142+183.0% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $5,577-100.0% | $2,397-100.0% |
| Admin fee / account holder | $0 | $4,803-100.0% | $3,446-100.0% | $4,803-100.0% |