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 4-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 | $656 | $31,310-97.9% | $53,898-98.8% | $74,304-99.1% |
| Participation rate | 71.2% | 30.7%+40.5pp | 55.0%+16.3pp | 60.3%+10.9pp |
| Annual return | 25.96% | 23.16%+2.8pp | 528.60%-502.6pp | 29.43%-3.5pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $116 | $934-87.6% | $1,826-93.7% | $3,767-96.9% |
| Admin fee / account holder | $6 | $2,175-99.7% | $2,491-99.8% | $2,969-99.8% |