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 | $1,854 | $58,208-96.8% | $81,812-97.7% | $80,856-97.7% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.3%+13.1pp | 67.6%+17.8pp |
| Annual return | 13.02% | 41.66%-28.6pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $406 | $3,281-87.6% | $4,319-90.6% | $4,296-90.5% |
| Admin fee / account holder | $70 | $4,981-98.6% | $7,386-99.0% | $6,918-99.0% |