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 10-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 | $52,198-100.0% | $3,219,907-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 10.0%-10.0pp | 11.0%-11.0pp |
| Annual return | 8.20% | 8.23%0pp | 3.48%+4.7pp | 8.23%0pp |
| Employer contribution / active EE | $15,000 | $13,859+8.2% | $31,972-53.1% | $13,859+8.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $83-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |