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 | $463 | $30,400-98.5% | $53,898-99.1% | $84,808-99.5% |
| Participation rate | 75.0% | 46.4%+28.6pp | 55.0%+20.0pp | 68.3%+6.7pp |
| Annual return | 30.88% | 500.19%-469.3pp | 528.60%-497.7pp | 40.90%-10.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $217 | $1,199-81.9% | $1,826-88.1% | $4,212-94.8% |
| Admin fee / account holder | $6 | $1,993-99.7% | $2,491-99.8% | $7,344-99.9% |