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 | $1,986 | $76,407-97.4% | $150,298-98.7% | $82,448-97.6% |
| Participation rate | 84.7% | 66.4%+18.3pp | 77.8%+7.0pp | 68.1%+16.7pp |
| Annual return | 19.50% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $592 | $3,214-81.6% | $5,453-89.1% | $4,139-85.7% |
| Admin fee / account holder | $230 | $6,352-96.4% | $14,116-98.4% | $7,234-96.8% |