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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $181,069-100.0% | $179,713-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 31.2%-31.2pp | 47.4%-47.4pp |
| Annual return | 2.86% | 7.09%-4.2pp | 8.22%-5.4pp | 12.16%-9.3pp |
| Employer contribution / active EE | $14,640 | $53,926-72.9% | $46,636-68.6% | $44,746-67.3% |
| Participant deferral / active EE | $0 | $1,804-100.0% | $1,719-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $1,392-100.0% | $17,640-100.0% |