Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 1 actuary disclosure for $4.99 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 | $3,219,907-100.0% | $3,219,907-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 10.0%-10.0pp | 43.9%-43.9pp |
| Annual return | 0.00% | 0.58%-0.6pp | 3.48%-3.5pp | 13.05%-13.0pp |
| Employer contribution / active EE | $117,042 | $47,609+145.8% | $31,780+268.3% | $37,651+210.9% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $30,946-100.0% |