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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $213,331-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 50.0%-50.0pp | 17.1%-17.1pp |
| Annual return | 7.94% | 9.82%-1.9pp | 7.04%+0.9pp | 9.82%-1.9pp |
| Employer contribution / active EE | $11,260 | $13,587-17.1% | $30,362-62.9% | $13,587-17.1% |
| Participant deferral / active EE | $0 | $81-100.0% | $34-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,508-100.0% | $2,893-100.0% |