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 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 7.98% | 9.35%-1.4pp | 9.57%-1.6pp | 9.89%-1.9pp |
| Employer contribution / active EE | $0 | $10,293-100.0% | $39,758-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $45-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |