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 | $1,686 | $96,305-98.2% | $80,569-97.9% | $139,434-98.8% |
| Participation rate | 94.7% | 73.6%+21.1pp | 67.0%+27.7pp | 80.3%+14.4pp |
| Annual return | 33.09% | 1350.08%-1317.0pp | 935.43%-902.3pp | 372.94%-339.9pp |
| Employer contribution / active EE | $635 | $3,262-80.5% | $2,723-76.7% | $4,751-86.6% |
| Participant deferral / active EE | $718 | $5,232-86.3% | $4,447-83.9% | $6,710-89.3% |
| Admin fee / account holder | $167 | $6,599-97.5% | $5,377-96.9% | $11,403-98.5% |