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 | $932 | $59,101-98.4% | $77,163-98.8% | $75,163-98.8% |
| Participation rate | 84.2% | 63.9%+20.3pp | 69.6%+14.6pp | 67.2%+17.0pp |
| Annual return | 30.57% | 26.71%+3.9pp | 37.87%-7.3pp | 160.62%-130.1pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $661 | $2,999-78.0% | $3,833-82.8% | $4,125-84.0% |
| Admin fee / account holder | $98 | $4,774-97.9% | $5,472-98.2% | $5,651-98.3% |