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 3-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 | $684 | $59,101-98.8% | $77,163-99.1% | $75,163-99.1% |
| Participation rate | 88.0% | 63.9%+24.1pp | 69.6%+18.4pp | 67.2%+20.8pp |
| Annual return | 45.66% | 26.71%+18.9pp | 37.87%+7.8pp | 160.62%-115.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $566 | $2,999-81.1% | $3,833-85.2% | $4,125-86.3% |
| Admin fee / account holder | $30 | $4,774-99.4% | $5,472-99.5% | $5,651-99.5% |