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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $30,120-100.0% | $298,592-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 44.5%-44.5pp | 14.6%-14.6pp |
| Annual return | -12.81% | -3.47%-9.3pp | -0.25%-12.6pp | 10.56%-23.4pp |
| Employer contribution / active EE | $3,662 | $12,028-69.5% | $39,776-90.8% | $13,643-73.2% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $158-100.0% | $18,607-100.0% | $3,354-100.0% |