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 9-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 | $52,729-100.0% | $286,961-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 12.6%-12.6pp |
| Annual return | 9.02% | 2.67%+6.4pp | 2.61%+6.4pp | 4.56%+4.5pp |
| Employer contribution / active EE | $5,814 | $6,411-9.3% | $24,109-75.9% | $15,526-62.6% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $148-100.0% | $1,711-100.0% |