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 9-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 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 11.43% | 8.93%+2.5pp | 9.49%+1.9pp | 13.91%-2.5pp |
| Employer contribution / active EE | $35,818 | $31,546+13.5% | $29,215+22.6% | $35,282+1.5% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |