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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $108,968-100.0% | $108,968-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 50.0%-50.0pp | 55.8%-55.8pp |
| Annual return | 11.62% | 8.47%+3.1pp | 9.63%+2.0pp | 24.42%-12.8pp |
| Employer contribution / active EE | $17,667 | $35,790-50.6% | $33,327-47.0% | $41,338-57.3% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $596-100.0% | $22,079-100.0% |