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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,246-100.0% | $306,023-100.0% | $33,246-100.0% |
| Participation rate | 0.0% | 92.1%-92.1pp | 99.6%-99.6pp | 92.1%-92.1pp |
| Annual return | 6.64% | 11.10%-4.5pp | 10.51%-3.9pp | 11.10%-4.5pp |
| Employer contribution / active EE | $80,250 | $11,635+589.7% | $34,401+133.3% | $11,635+589.7% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $7,898-100.0% | $1,196-100.0% |
| Admin fee / account holder | $0 | $3,003-100.0% | $17,975-100.0% | $3,003-100.0% |