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 | $3,169 | $47,479-93.3% | $62,929-95.0% | $82,448-96.2% |
| Participation rate | 78.4% | 66.9%+11.5pp | 73.1%+5.3pp | 68.1%+10.3pp |
| Annual return | 133.86% | 20.34%+113.5pp | 1063.93%-930.1pp | 41.64%+92.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $757 | $2,870-73.6% | $3,888-80.5% | $4,139-81.7% |
| Admin fee / account holder | $196 | $3,804-94.9% | $5,065-96.1% | $7,234-97.3% |