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 | $287,075-100.0% | - | $287,075-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 55.8%-55.8pp |
| Annual return | 27.23% | 8.67%+18.6pp | 8.37%+18.9pp | 24.42%+2.8pp |
| Employer contribution / active EE | $10,077 | $36,029-72.0% | $29,626-66.0% | $41,338-75.6% |
| Participant deferral / active EE | $0 | $0 | $0 | $55-100.0% |
| Admin fee / account holder | $0 | $22,079-100.0% | - | $22,079-100.0% |