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 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 | $37,410 | $158,848-76.4% | $158,848-76.4% | $417,905-91.0% |
| Participation rate | 100.0% | 28.6%+71.4pp | 13.3%+86.7pp | 39.2%+60.8pp |
| Annual return | 3.17% | 5.94%-2.8pp | 9.49%-6.3pp | 13.91%-10.7pp |
| Employer contribution / active EE | $21,320 | $32,004-33.4% | $24,351-12.4% | $35,282-39.6% |
| Participant deferral / active EE | $0 | $0 | $28-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |