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 8-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 | $537 | $60,124-99.1% | $90,404-99.4% | $79,858-99.3% |
| Participation rate | 90.3% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.7pp |
| Annual return | 41.53% | 71.94%-30.4pp | 1293.02%-1251.5pp | 31.71%+9.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $404 | $2,938-86.3% | $3,963-89.8% | $3,740-89.2% |
| Admin fee / account holder | $44 | $3,976-98.9% | $5,611-99.2% | $5,306-99.2% |