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 | $575,287-100.0% | $531,348-100.0% | $575,287-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 80.0%-80.0pp | 88.5%-88.5pp |
| Annual return | 11.96% | 7.52%+4.4pp | 17.24%-5.3pp | 7.52%+4.4pp |
| Employer contribution / active EE | $44,471 | $26,761+66.2% | $33,360+33.3% | $26,761+66.2% |
| Participant deferral / active EE | $0 | $6,006-100.0% | $5,021-100.0% | $6,006-100.0% |
| Admin fee / account holder | $0 | $17,721-100.0% | $8,384-100.0% | $17,721-100.0% |