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 | $530 | $29,319-98.2% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 77.9% | 46.9%+31.1pp | 55.6%+22.3pp | 68.1%+9.9pp |
| Annual return | 22.75% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $125 | $1,171-89.3% | $1,790-93.0% | $4,139-97.0% |
| Admin fee / account holder | $17 | $1,962-99.1% | $2,495-99.3% | $7,234-99.8% |