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 | $243,530-100.0% | $33,755-100.0% | $243,530-100.0% |
| Participation rate | 0.0% | 93.6%-93.6pp | 100.0%-100.0pp | 93.6%-93.6pp |
| Annual return | 11.54% | 7.91%+3.6pp | 11.68%-0.1pp | 7.91%+3.6pp |
| Employer contribution / active EE | $16,462 | $20,023-17.8% | $19,845-17.0% | $20,023-17.8% |
| Participant deferral / active EE | $0 | $11,300-100.0% | $9,083-100.0% | $11,300-100.0% |
| Admin fee / account holder | $0 | $64,087-100.0% | $861-100.0% | $64,087-100.0% |