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 10-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.
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.
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 | $13,377 | $295,536-95.5% | $375,279-96.4% | $95,044-85.9% |
| Participation rate | 100.0% | 23.1%+76.9pp | 36.7%+63.3pp | 8.4%+91.6pp |
| Annual return | 12.76% | 8.34%+4.4pp | 9.78%+3.0pp | 18.34%-5.6pp |
| Employer contribution / active EE | $2,512 | $16,968-85.2% | $46,882-94.6% | $14,665-82.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $130 | $39,383-99.7% | $5,665-97.7% | $9,141-98.6% |