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 | $1,194 | $77,899-98.5% | $149,673-99.2% | $75,163-98.4% |
| Participation rate | 72.9% | 65.6%+7.3pp | 78.8%-5.9pp | 67.2%+5.7pp |
| Annual return | 22.58% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $599 | $3,411-82.4% | $5,680-89.5% | $4,125-85.5% |
| Admin fee / account holder | $210 | $5,956-96.5% | $13,210-98.4% | $5,651-96.3% |