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.
Annual investment return 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 | $36,235 | $225,449-83.9% | $219,466-83.5% | $237,064-84.7% |
| Participation rate | 91.7% | 50.3%+41.4pp | 44.6%+47.1pp | 45.6%+46.0pp |
| Annual return | -0.46% | 4.17%-4.6pp | 5.00%-5.5pp | 4.16%-4.6pp |
| Employer contribution / active EE | $21,500 | $39,228-45.2% | $35,918-40.1% | $42,916-49.9% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $164 | $13,772-98.8% | $13,204-98.8% | $21,465-99.2% |