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 | $2,004 | $125,758-98.4% | $169,993-98.8% | $75,163-97.3% |
| Participation rate | 76.7% | 83.6%-6.9pp | 87.0%-10.3pp | 67.2%+9.5pp |
| Annual return | 38.77% | 27.20%+11.6pp | 53.37%-14.6pp | 160.62%-121.9pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,254 | $6,837-81.7% | $10,408-88.0% | $4,125-69.6% |
| Admin fee / account holder | $113 | $8,173-98.6% | $12,815-99.1% | $5,651-98.0% |