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 7-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 | $969 | $37,426-97.4% | $77,482-98.7% | $79,858-98.8% |
| Participation rate | 80.8% | 41.5%+39.3pp | 54.2%+26.6pp | 69.6%+11.1pp |
| Annual return | 21.11% | 39.70%-18.6pp | 54.79%-33.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $228 | $1,260-81.9% | $1,861-87.7% | $3,740-93.9% |
| Admin fee / account holder | $9 | $2,504-99.6% | $2,858-99.7% | $5,306-99.8% |