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 | $427 | $81,460-99.5% | $103,333-99.6% | $80,856-99.5% |
| Participation rate | 86.5% | 66.8%+19.6pp | 74.5%+12.0pp | 67.6%+18.8pp |
| Annual return | 18.06% | 25.55%-7.5pp | 24.88%-6.8pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $283 | $3,869-92.7% | $5,057-94.4% | $4,296-93.4% |
| Admin fee / account holder | $1 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |