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.
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 | $2,779 | $227,553-98.8% | $189,557-98.5% | $167,490-98.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.72% | 78.40%-59.7pp | 64.17%-45.5pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,185 | $5,316-77.7% | $4,412-73.1% | $4,837-75.5% |
| Participant deferral / active EE | $434 | $7,002-93.8% | $6,174-93.0% | $6,341-93.2% |
| Admin fee / account holder | $8 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |