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 3-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 | $498,888-100.0% | $164,600-100.0% | $498,888-100.0% |
| Participation rate | 0.0% | 90.2%-90.2pp | 99.2%-99.2pp | 90.2%-90.2pp |
| Annual return | 11.54% | 8.46%+3.1pp | 12.15%-0.6pp | 8.46%+3.1pp |
| Employer contribution / active EE | $16,462 | $28,233-41.7% | $18,885-12.8% | $28,233-41.7% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $8,635-100.0% | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $488-100.0% | $67,015-100.0% |