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 | $631 | $48,265-98.7% | $68,791-99.1% | $68,494-99.1% |
| Participation rate | 78.6% | 60.7%+17.9pp | 69.0%+9.5pp | 67.9%+10.7pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $547 | $2,867-80.9% | $3,941-86.1% | $4,027-86.4% |
| Admin fee / account holder | $1 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |