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 | $1,662 | $70,756-97.7% | $65,493-97.5% | $142,382-98.8% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 15.59% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $442 | $4,637-90.5% | $3,961-88.9% | $6,507-93.2% |
| Admin fee / account holder | $72 | $6,559-98.9% | $5,028-98.6% | $12,624-99.4% |