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 10-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 4.17% | 8.85%-4.7pp | 9.84%-5.7pp | 8.85%-4.7pp |
| Employer contribution / active EE | $4,938 | $8,529-42.1% | $30,320-83.7% | $8,529-42.1% |
| Participant deferral / active EE | $84 | $399-78.9% | $66+27.7% | $399-78.9% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |