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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,246-100.0% | $434,039-100.0% | $33,246-100.0% |
| Participation rate | 0.0% | 92.1%-92.1pp | 97.1%-97.1pp | 92.1%-92.1pp |
| Annual return | 11.50% | 11.10%+0.4pp | 11.11%+0.4pp | 11.10%+0.4pp |
| Employer contribution / active EE | $11,333 | $11,635-2.6% | $18,764-39.6% | $11,635-2.6% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $4,535-100.0% | $1,196-100.0% |
| Admin fee / account holder | $0 | $3,003-100.0% | $112,112-100.0% | $3,003-100.0% |