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 | $1,038 | $52,353-98.0% | $120,225-99.1% | $82,448-98.7% |
| Participation rate | 70.5% | 58.3%+12.2pp | 69.6%+0.9pp | 68.1%+2.4pp |
| Annual return | 21.03% | 61.85%-40.8pp | 439.23%-418.2pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $357 | $2,627-86.4% | $3,999-91.1% | $4,139-91.4% |
| Admin fee / account holder | $60 | $4,363-98.6% | $5,696-98.9% | $7,234-99.2% |