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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,835 | $505,629-37.7% | $505,629-37.7% | $417,905-24.7% |
| Participation rate | 100.0% | 42.2%+57.8pp | 39.0%+61.0pp | 39.2%+60.8pp |
| Annual return | 13.02% | 8.36%+4.7pp | 8.40%+4.6pp | 13.91%-0.9pp |
| Employer contribution / active EE | $145,000 | $40,567+257.4% | $39,312+268.8% | $35,282+311.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $38,466-100.0% | $38,466-100.0% | $41,846-100.0% |