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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $104,068-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 9.9%-9.9pp |
| Annual return | -14.64% | -12.83%-1.8pp | -10.12%-4.5pp | -5.25%-9.4pp |
| Employer contribution / active EE | $4,616 | $11,974-61.4% | $47,166-90.2% | $15,166-69.6% |
| Participant deferral / active EE | $0 | $151-100.0% | $492-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,025-100.0% | $3,859-100.0% |