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.
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 | $1,464 | $125,758-98.8% | $169,993-99.1% | $75,163-98.1% |
| Participation rate | 80.8% | 83.6%-2.8pp | 87.0%-6.2pp | 67.2%+13.6pp |
| Annual return | 58.75% | 27.20%+31.6pp | 53.37%+5.4pp | 160.62%-101.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,156 | $6,837-83.1% | $10,408-88.9% | $4,125-72.0% |
| Admin fee / account holder | $143 | $8,173-98.2% | $12,815-98.9% | $5,651-97.5% |