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 | $2,248 | $56,053-96.0% | $75,972-97.0% | $80,856-97.2% |
| Participation rate | 83.3% | 62.0%+21.3pp | 69.1%+14.3pp | 67.6%+15.7pp |
| Annual return | 10.66% | 20.53%-9.9pp | 359.55%-348.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $973 | $3,052-68.1% | $4,255-77.1% | $4,296-77.3% |
| Admin fee / account holder | $46 | $5,234-99.1% | $6,467-99.3% | $6,918-99.3% |