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 | $49,831-100.0% | $220,504-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -13.91% | -12.22%-1.7pp | -9.09%-4.8pp | -5.25%-8.7pp |
| Employer contribution / active EE | $8,133 | $7,394+10.0% | $36,696-77.8% | $15,166-46.4% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $309-100.0% | $4,802-100.0% | $3,859-100.0% |