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 | $219,288 | $315,650-30.5% | $308,621-28.9% | $338,187-35.2% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 44.0%+56.0pp |
| Annual return | 14.40% | 8.12%+6.3pp | 8.06%+6.3pp | 13.05%+1.4pp |
| Employer contribution / active EE | $93,333 | $44,127+111.5% | $42,627+119.0% | $37,639+148.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |