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 | $9,556,684-100.0% | $337,745-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 44.1%-44.1pp | 2.4%-2.4pp |
| Annual return | 9.45% | 22.81%-13.4pp | 9.57%-0.1pp | 22.81%-13.4pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $39,758-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $45-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $352,588-100.0% | $85,222-100.0% |