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 | $46,757-100.0% | $42,250-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 11.3%-11.3pp |
| Annual return | 4.43% | 7.74%-3.3pp | 7.25%-2.8pp | 10.41%-6.0pp |
| Employer contribution / active EE | $5,814 | $8,358-30.4% | $33,137-82.5% | $14,691-60.4% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $159-100.0% | $2,646-100.0% |