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 5-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 | $1,841 | $108,912-98.3% | $100,383-98.2% | $145,959-98.7% |
| Participation rate | 94.1% | 83.0%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 10.56% | 57.96%-47.4pp | 49.26%-38.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $256 | $8,451-97.0% | $8,086-96.8% | $6,689-96.2% |
| Admin fee / account holder | $112 | $9,690-98.8% | $7,900-98.6% | $13,398-99.2% |