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 5-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 | $419,767-100.0% | - | $419,767-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | - | 79.5%-79.5pp |
| Annual return | 5.11% | 13.10%-8.0pp | -28.84%+34.0pp | 13.10%-8.0pp |
| Employer contribution / active EE | $5,333 | $15,831-66.3% | $9,690-45.0% | $15,831-66.3% |
| Participant deferral / active EE | $0 | $1,353-100.0% | $0 | $1,353-100.0% |
| Admin fee / account holder | $0 | $3,971-100.0% | - | $3,971-100.0% |