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 5-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 | $17,183 | $242,135-92.9% | $319,010-94.6% | $107,032-83.9% |
| Participation rate | 89.7% | 22.4%+67.3pp | 47.0%+42.6pp | 9.9%+79.7pp |
| Annual return | -0.95% | -11.21%+10.3pp | 10.22%-11.2pp | -5.25%+4.3pp |
| Employer contribution / active EE | $10,941 | $17,775-38.4% | $51,215-78.6% | $15,166-27.9% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $14 | $21,137-99.9% | $10,810-99.9% | $3,859-99.6% |