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 7-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 | $401 | $65,041-99.4% | $90,951-99.6% | $79,858-99.5% |
| Participation rate | 81.3% | 61.6%+19.6pp | 69.0%+12.2pp | 69.6%+11.6pp |
| Annual return | 104.43% | 30.45%+74.0pp | 134.60%-30.2pp | 31.71%+72.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $395 | $2,512-84.3% | $3,373-88.3% | $3,740-89.4% |
| Admin fee / account holder | $36 | $4,536-99.2% | $5,959-99.4% | $5,306-99.3% |