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 6-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 | $79,171 | $265,195-70.1% | $422,209-81.2% | $287,075-72.4% |
| Participation rate | 100.0% | 49.8%+50.2pp | 23.3%+76.7pp | 55.8%+44.2pp |
| Annual return | 14.42% | 13.43%+1.0pp | 12.68%+1.7pp | 24.42%-10.0pp |
| Employer contribution / active EE | $42,951 | $48,120-10.7% | $41,588+3.3% | $41,338+3.9% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $16 | $2,528-99.4% | $10,609-99.8% | $22,079-99.9% |