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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,745-100.0% | $98,742-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 30.7%-30.7pp | 8.4%-8.4pp |
| Annual return | 1.01% | 7.38%-6.4pp | 7.86%-6.9pp | 18.34%-17.3pp |
| Employer contribution / active EE | $8,824 | $7,541+17.0% | $39,100-77.4% | $14,665-39.8% |
| Participant deferral / active EE | $0 | $0 | $45-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $37,498-100.0% | $15,347-100.0% | $9,141-100.0% |