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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $344,859-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 9.9%-9.9pp |
| Annual return | -4.66% | -8.20%+3.5pp | -8.02%+3.4pp | -5.25%+0.6pp |
| Employer contribution / active EE | $4,483 | $6,164-27.3% | $29,748-84.9% | $15,166-70.4% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $388-100.0% | $3,859-100.0% |