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 | $2,135 | $65,561-96.7% | $86,188-97.5% | $75,163-97.2% |
| Participation rate | 89.7% | 60.5%+29.3pp | 69.0%+20.8pp | 67.2%+22.6pp |
| Annual return | 64.46% | 46.05%+18.4pp | 1168.45%-1104.0pp | 160.62%-96.2pp |
| Employer contribution / active EE | $897 | $1,553-42.2% | $2,380-62.3% | $2,670-66.4% |
| Participant deferral / active EE | $1,089 | $3,024-64.0% | $3,985-72.7% | $4,125-73.6% |
| Admin fee / account holder | $191 | $5,474-96.5% | $6,852-97.2% | $5,651-96.6% |