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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $581,964-100.0% | - | $581,964-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | - | 87.9%-87.9pp |
| Annual return | 6.44% | 19.66%-13.2pp | 6.44%0pp | 19.66%-13.2pp |
| Employer contribution / active EE | $0 | $21,011-100.0% | $0 | $21,011-100.0% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $0 | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,887-100.0% | - | $49,887-100.0% |