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 4-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 | $893,103-100.0% | $893,103-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 58.4%-58.4pp | 58.4%-58.4pp | 35.7%-35.7pp |
| Annual return | 5.16% | 10.32%-5.2pp | 10.59%-5.4pp | 15.19%-10.0pp |
| Employer contribution / active EE | $49,386 | $36,556+35.1% | $33,926+45.6% | $34,877+41.6% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $50,584-100.0% |