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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $105,260-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 11.3%-11.3pp |
| Annual return | 3.46% | 11.19%-7.7pp | 9.21%-5.8pp | 10.41%-7.0pp |
| Employer contribution / active EE | $14,329 | $8,046+78.1% | $35,088-59.2% | $14,691-2.5% |
| Participant deferral / active EE | $0 | $306-100.0% | $163-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $4,019-100.0% | $2,646-100.0% |