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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,199 | $344,948-93.6% | $334,201-93.4% | $338,187-93.4% |
| Participation rate | 100.0% | 51.8%+48.2pp | 43.9%+56.1pp | 44.0%+56.0pp |
| Annual return | 0.00% | 10.03%-10.0pp | 9.84%-9.8pp | 13.05%-13.0pp |
| Employer contribution / active EE | $21,807 | $31,905-31.7% | $30,320-28.1% | $37,639-42.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $15 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |