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.
Participant 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 | $110,636 | $337,745-67.2% | $337,745-67.2% | $287,075-61.5% |
| Participation rate | 100.0% | 53.6%+46.4pp | 44.1%+55.9pp | 55.8%+44.2pp |
| Annual return | 7.13% | 9.53%-2.4pp | 9.57%-2.4pp | 24.42%-17.3pp |
| Employer contribution / active EE | $53,867 | $44,170+22.0% | $39,758+35.5% | $41,338+30.3% |
| Participant deferral / active EE | $0 | $40-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,079-100.0% |