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 | $304,959-100.0% | $296,643-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.9%-48.9pp | 44.4%-44.4pp | 48.7%-48.7pp |
| Annual return | -2.45% | -1.51%-0.9pp | -18.97%+16.5pp | -2.16%-0.3pp |
| Employer contribution / active EE | $16,471 | $56,375-70.8% | $54,628-69.8% | $42,957-61.7% |
| Participant deferral / active EE | $0 | $77-100.0% | $78-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |