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 7-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 | $120,305-100.0% | $115,244-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 33.3%-33.3pp | 48.7%-48.7pp |
| Annual return | -0.21% | -1.96%+1.7pp | -1.61%+1.4pp | -2.16%+1.9pp |
| Employer contribution / active EE | $18,975 | $37,094-48.8% | $30,840-38.5% | $42,957-55.8% |
| Participant deferral / active EE | $0 | $45-100.0% | $41-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |