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 6-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 | $619 | $91,190-99.3% | $178,490-99.7% | $79,858-99.2% |
| Participation rate | 87.8% | 69.2%+18.6pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 51.17% | 24.19%+27.0pp | 151.07%-99.9pp | 31.71%+19.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $429 | $3,236-86.7% | $5,202-91.8% | $3,740-88.5% |
| Admin fee / account holder | $13 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |