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 10-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 | $618 | $54,320-98.9% | $67,652-99.1% | $52,331-98.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $572 | $1,544-63.0% | $2,266-74.8% | $1,882-69.6% |
| Participant deferral / active EE | $241 | $2,950-91.8% | $3,560-93.2% | $3,022-92.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |