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 | $161,255 | $340,597-52.7% | $328,890-51.0% | $418,949-61.5% |
| Participation rate | 100.0% | 48.7%+51.3pp | 41.1%+58.9pp | 35.7%+64.3pp |
| Annual return | 10.77% | 8.34%+2.4pp | 8.43%+2.3pp | 15.19%-4.4pp |
| Employer contribution / active EE | $28,083 | $30,496-7.9% | $29,249-4.0% | $34,877-19.5% |
| Participant deferral / active EE | $0 | $11-100.0% | $13-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $11,069-100.0% | $10,081-100.0% | $50,584-100.0% |