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 | $796 | $93,571-99.1% | $135,903-99.4% | $75,163-98.9% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 18.05% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $336 | $6,404-94.7% | $7,758-95.7% | $4,125-91.8% |
| Admin fee / account holder | $85 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |