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 | $87,199 | $206,041-57.7% | $201,416-56.7% | $338,137-74.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.9%+56.1pp |
| Annual return | 0.00% | 7.45%-7.5pp | 8.09%-8.1pp | 13.05%-13.0pp |
| Employer contribution / active EE | $87,199 | $34,713+151.2% | $28,674+204.1% | $37,651+131.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |