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 6-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 | $38,981-100.0% | $38,981-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | 5.64% | 9.97%-4.3pp | 11.38%-5.7pp | 9.30%-3.7pp |
| Employer contribution / active EE | $26,357 | $28,819-8.5% | $18,467+42.7% | $43,742-39.7% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |