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.
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.
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 | $171,411 | $114,874+49.2% | $94,563+81.3% | $254,542-32.7% |
| Participation rate | 100.0% | 30.8%+69.2pp | 17.9%+82.1pp | 47.4%+52.6pp |
| Annual return | 14.20% | 16.84%-2.6pp | 16.32%-2.1pp | 12.16%+2.0pp |
| Employer contribution / active EE | $13,541 | $40,622-66.7% | $31,806-57.4% | $44,746-69.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |