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 | $2,745 | $65,561-95.8% | $86,188-96.8% | $75,163-96.3% |
| Participation rate | 78.9% | 60.5%+18.5pp | 69.0%+10.0pp | 67.2%+11.8pp |
| Annual return | 45.42% | 46.05%-0.6pp | 1168.45%-1123.0pp | 160.62%-115.2pp |
| Employer contribution / active EE | $736 | $1,553-52.6% | $2,380-69.1% | $2,670-72.4% |
| Participant deferral / active EE | $1,117 | $3,024-63.0% | $3,985-72.0% | $4,125-72.9% |
| Admin fee / account holder | $105 | $5,474-98.1% | $6,852-98.5% | $5,651-98.1% |