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 6-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 | $18,795-100.0% | $65,170-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 29.3%-29.3pp | 9.9%-9.9pp |
| Annual return | -8.52% | -10.92%+2.4pp | 7.07%-15.6pp | -5.25%-3.3pp |
| Employer contribution / active EE | $8,508 | $23,250-63.4% | $34,847-75.6% | $15,166-43.9% |
| Participant deferral / active EE | $0 | $45-100.0% | $4-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $51-100.0% | $3,859-100.0% |