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 | $349,454-100.0% | $250,061-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 46.9%-46.9pp | 46.0%-46.0pp | 43.9%-43.9pp |
| Annual return | 8.42% | 7.41%+1.0pp | 7.82%+0.6pp | 13.05%-4.6pp |
| Employer contribution / active EE | $33,333 | $40,226-17.1% | $31,823+4.7% | $37,651-11.5% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $30,946-100.0% |