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 | $1,126 | $50,082-97.8% | $93,406-98.8% | $79,858-98.6% |
| Participation rate | 90.9% | 60.9%+30.0pp | 66.8%+24.1pp | 69.6%+21.3pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $434 | $1,303-66.7% | $2,075-79.1% | $2,471-82.5% |
| Participant deferral / active EE | $686 | $2,212-69.0% | $3,126-78.1% | $3,740-81.7% |
| Admin fee / account holder | $2 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |