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 4-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 | $49,655-100.0% | $181,263-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 52.9%-52.9pp | 17.1%-17.1pp |
| Annual return | 17.65% | 13.03%+4.6pp | 12.57%+5.1pp | 9.82%+7.8pp |
| Employer contribution / active EE | $7,039 | $4,855+45.0% | $23,666-70.3% | $13,587-48.2% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $187,584-100.0% | $2,893-100.0% |