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 4-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 | $2,286,405-100.0% | $2,286,405-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | 0.00% | 0.51%-0.5pp | 4.92%-4.9pp | 9.30%-9.3pp |
| Employer contribution / active EE | $69,541 | $61,097+13.8% | $39,114+77.8% | $43,742+59.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |