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 4-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 | $16,498 | $224,372-92.6% | $219,333-92.5% | $222,458-92.6% |
| Participation rate | 76.5% | 47.3%+29.2pp | 42.3%+34.2pp | 48.7%+27.8pp |
| Annual return | -3.38% | -2.14%-1.2pp | -2.00%-1.4pp | -2.16%-1.2pp |
| Employer contribution / active EE | $875 | $37,316-97.7% | $34,470-97.5% | $42,957-98.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |