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.
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 | $90,620 | $181,263-50.0% | $181,263-50.0% | $417,905-78.3% |
| Participation rate | 100.0% | 66.1%+33.9pp | 52.9%+47.1pp | 39.2%+60.8pp |
| Annual return | 9.20% | 12.30%-3.1pp | 12.57%-3.4pp | 13.91%-4.7pp |
| Employer contribution / active EE | $9,833 | $26,565-63.0% | $23,666-58.5% | $35,282-72.1% |
| Participant deferral / active EE | $0 | $14-100.0% | $13-100.0% | $94-100.0% |
| Admin fee / account holder | $188 | $187,584-99.9% | $187,584-99.9% | $41,846-99.5% |