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 | $8,289 | $189,613-95.6% | $167,512-95.1% | $142,382-94.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 18.03% | 2024.68%-2006.6pp | 1615.79%-1597.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $605 | $4,349-86.1% | $3,882-84.4% | $4,299-85.9% |
| Participant deferral / active EE | $857 | $6,981-87.7% | $6,405-86.6% | $6,507-86.8% |
| Admin fee / account holder | $53 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |