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 10-year trajectory 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 8.20% | -2.79%+11.0pp | 0.78%+7.4pp | 15.19%-7.0pp |
| Employer contribution / active EE | $0 | $41,855-100.0% | $32,909-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $1,279 | $67+1800.0% | $156+721.1% | $86+1393.8% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |