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 3-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 | $272 | $47,479-99.4% | $62,929-99.6% | $82,448-99.7% |
| Participation rate | 70.6% | 66.9%+3.7pp | 73.1%-2.5pp | 68.1%+2.5pp |
| Annual return | 23.37% | 20.34%+3.0pp | 1063.93%-1040.6pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $113 | $2,870-96.1% | $3,888-97.1% | $4,139-97.3% |
| Admin fee / account holder | $45 | $3,804-98.8% | $5,065-99.1% | $7,234-99.4% |