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.
Employer 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 | $5,455 | $349,454-98.4% | $250,061-97.8% | $338,187-98.4% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 44.0%+56.0pp |
| Annual return | 0.00% | 7.41%-7.4pp | 7.82%-7.8pp | 13.05%-13.0pp |
| Employer contribution / active EE | $6,000 | $40,226-85.1% | $31,823-81.1% | $37,639-84.1% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $30,864-100.0% |