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 | $4,134 | $126,574-96.7% | $106,213-96.1% | $145,922-97.2% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 15.50% | 224.79%-209.3pp | 116.14%-100.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $927 | $3,730-75.1% | $3,171-70.8% | $4,660-80.1% |
| Participant deferral / active EE | $927 | $5,724-83.8% | $5,016-81.5% | $6,688-86.1% |
| Admin fee / account holder | $32 | $17,304-99.8% | $11,033-99.7% | $13,397-99.8% |