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 | $46,984-100.0% | $104,068-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 52.6%-52.6pp | 5.6%-5.6pp |
| Annual return | -8.72% | 39.77%-48.5pp | -10.12%+1.4pp | 39.77%-48.5pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $47,166-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $492-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,025-100.0% | $62-100.0% |