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.
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 | $130,190 | $262,251-50.4% | $250,986-48.1% | $287,075-54.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.8%+44.2pp |
| Annual return | 25.35% | 34.46%-9.1pp | 32.30%-7.0pp | 24.42%+0.9pp |
| Employer contribution / active EE | $40,693 | $35,995+13.0% | $33,955+19.8% | $41,338-1.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $10 | $10,641-99.9% | $10,141-99.9% | $22,079-100.0% |