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 | $1,075 | $65,561-98.4% | $86,188-98.8% | $75,163-98.6% |
| Participation rate | 83.3% | 60.5%+22.8pp | 69.0%+14.4pp | 67.2%+16.1pp |
| Annual return | 53.34% | 46.05%+7.3pp | 1168.45%-1115.1pp | 160.62%-107.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $807 | $3,024-73.3% | $3,985-79.7% | $4,125-80.4% |
| Admin fee / account holder | $132 | $5,474-97.6% | $6,852-98.1% | $5,651-97.7% |