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 | $57,823-100.0% | $56,546-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 50.6%-50.6pp | 44.4%-44.4pp |
| Annual return | -8.93% | -10.39%+1.5pp | -11.22%+2.3pp | -14.65%+5.7pp |
| Employer contribution / active EE | $27,827 | $40,078-30.6% | $32,882-15.4% | $46,320-39.9% |
| Participant deferral / active EE | $0 | $405-100.0% | $579-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,766-100.0% | $1,473-100.0% | $14,631-100.0% |