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 | $5,129 | $63,703-91.9% | $93,063-94.5% | $82,448-93.8% |
| Participation rate | 83.3% | 63.8%+19.5pp | 72.1%+11.2pp | 68.1%+15.3pp |
| Annual return | 20.83% | -775.43%+796.3pp | 34.15%-13.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $363 | $1,729-79.0% | $2,476-85.3% | $2,551-85.8% |
| Participant deferral / active EE | $523 | $2,919-82.1% | $3,958-86.8% | $4,139-87.4% |
| Admin fee / account holder | $126 | $5,982-97.9% | $6,033-97.9% | $7,234-98.3% |