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 9-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 | $15,289-100.0% | $15,289-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.0%-20.0pp | 46.4%-46.4pp |
| Annual return | -8.48% | -5.40%-3.1pp | -4.45%-4.0pp | -82.66%+74.2pp |
| Employer contribution / active EE | $206,395 | $45,073+357.9% | $36,974+458.2% | $43,769+371.5% |
| Participant deferral / active EE | $0 | $0 | $0 | $103-100.0% |
| Admin fee / account holder | $0 | $740-100.0% | $740-100.0% | $11,204-100.0% |