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.
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 | $2,833 | $89,753-96.8% | $107,525-97.4% | $84,808-96.7% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 0.00% | 29.48%-29.5pp | 181.32%-181.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,158 | $3,113-62.8% | $3,754-69.1% | $2,631-56.0% |
| Participant deferral / active EE | $1,394 | $4,056-65.6% | $5,116-72.7% | $4,212-66.9% |
| Admin fee / account holder | $9 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |