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 | $2,635 | $88,672-97.0% | $105,223-97.5% | $82,448-96.8% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.4pp | 68.1%+8.4pp |
| Annual return | 28.27% | 30.86%-2.6pp | 180.65%-152.4pp | 41.64%-13.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,137 | $4,036-71.8% | $5,072-77.6% | $4,139-72.5% |
| Admin fee / account holder | $259 | $7,146-96.4% | $8,859-97.1% | $7,234-96.4% |