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 the 5-year trajectory. $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,706 | $47,409-69.0% | $213,834-93.1% | $107,032-86.3% |
| Participation rate | 100.0% | 7.1%+92.9pp | 12.3%+87.7pp | 9.9%+90.1pp |
| Annual return | 80.27% | -3.51%+83.8pp | -5.16%+85.4pp | -5.25%+85.5pp |
| Employer contribution / active EE | $0 | $11,313-100.0% | $31,020-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $52 | $297-82.5% | $2,852-98.2% | $3,859-98.7% |