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 3-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 | $447 | $58,208-99.2% | $81,812-99.5% | $80,856-99.4% |
| Participation rate | 77.8% | 63.4%+14.4pp | 72.3%+5.4pp | 67.6%+10.1pp |
| Annual return | 15.73% | 41.66%-25.9pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $251 | $3,281-92.4% | $4,319-94.2% | $4,296-94.2% |
| Admin fee / account holder | $4 | $4,981-99.9% | $7,386-100.0% | $6,918-99.9% |