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 3-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 | $526 | $57,057-99.1% | $85,009-99.4% | $80,874-99.3% |
| Participation rate | 94.1% | 56.4%+37.8pp | 67.5%+26.6pp | 67.6%+26.5pp |
| Annual return | 14.90% | 21.66%-6.8pp | 66.47%-51.6pp | 35.62%-20.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $461 | $3,112-85.2% | $4,522-89.8% | $4,297-89.3% |
| Admin fee / account holder | $50 | $4,986-99.0% | $6,153-99.2% | $6,935-99.3% |