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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,231-100.0% | $467,873-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 97.8%-97.8pp | 97.8%-97.8pp | 93.7%-93.7pp |
| Annual return | 26.01% | 34.80%-8.8pp | 34.76%-8.7pp | 24.97%+1.0pp |
| Employer contribution / active EE | $64,000 | $30,904+107.1% | $32,713+95.6% | $28,334+125.9% |
| Participant deferral / active EE | $0 | $11,835-100.0% | $11,835-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $18,118-100.0% | $18,118-100.0% | $20,852-100.0% |