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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,347 | $195,758-80.9% | $182,032-79.5% | $287,075-87.0% |
| Participation rate | 100.0% | 25.1%+74.9pp | 13.4%+86.6pp | 55.8%+44.2pp |
| Annual return | 0.00% | 3.72%-3.7pp | 7.70%-7.7pp | 24.42%-24.4pp |
| Employer contribution / active EE | $37,347 | $38,217-2.3% | $28,478+31.1% | $41,338-9.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |