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 5-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 | $1,873 | $77,899-97.6% | $149,673-98.7% | $75,163-97.5% |
| Participation rate | 83.6% | 65.6%+18.0pp | 78.8%+4.8pp | 67.2%+16.4pp |
| Annual return | 27.51% | 31.72%-4.2pp | 134.42%-106.9pp | 160.62%-133.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $788 | $3,411-76.9% | $5,680-86.1% | $4,125-80.9% |
| Admin fee / account holder | $64 | $5,956-98.9% | $13,210-99.5% | $5,651-98.9% |