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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $333,627-100.0% | $205,371-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 53.4%-53.4pp | 39.2%-39.2pp |
| Annual return | 3.18% | 5.45%-2.3pp | 6.25%-3.1pp | 13.91%-10.7pp |
| Employer contribution / active EE | $220,000 | $34,450+538.6% | $26,962+716.0% | $35,282+523.6% |
| Participant deferral / active EE | $0 | $190-100.0% | $517-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $19,108-100.0% | $13,227-100.0% | $41,846-100.0% |