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 | $2,052 | $76,407-97.3% | $150,298-98.6% | $82,448-97.5% |
| Participation rate | 87.8% | 66.4%+21.4pp | 77.8%+10.0pp | 68.1%+19.7pp |
| Annual return | 19.22% | 39.99%-20.8pp | 62.79%-43.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $763 | $3,214-76.3% | $5,453-86.0% | $4,139-81.6% |
| Admin fee / account holder | $214 | $6,352-96.6% | $14,116-98.5% | $7,234-97.0% |