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 | $32,703 | $262,251-87.5% | $250,986-87.0% | $287,075-88.6% |
| Participation rate | 83.3% | 61.9%+21.4pp | 50.6%+32.7pp | 55.8%+27.5pp |
| Annual return | 21.04% | 34.46%-13.4pp | 32.30%-11.3pp | 24.42%-3.4pp |
| Employer contribution / active EE | $20,006 | $35,995-44.4% | $33,955-41.1% | $41,338-51.6% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $100 | $10,641-99.1% | $10,141-99.0% | $22,079-99.5% |