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 6-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 | $1,078 | $110,887-99.0% | - | $145,922-99.3% |
| Participation rate | 78.3% | 68.1%+10.2pp | - | 80.3%-2.0pp |
| Annual return | 10.10% | 17.59%-7.5pp | - | 561.29%-551.2pp |
| Employer contribution / active EE | $269 | $5,672-95.3% | - | $4,660-94.2% |
| Participant deferral / active EE | $493 | $5,582-91.2% | - | $6,688-92.6% |
| Admin fee / account holder | $93 | $6,317-98.5% | - | $13,397-99.3% |