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 | $2,062 | $53,516-96.1% | $126,539-98.4% | $84,808-97.6% |
| Participation rate | 79.3% | 58.2%+21.1pp | 69.8%+9.5pp | 68.3%+11.0pp |
| Annual return | 24.24% | 58.34%-34.1pp | 425.95%-401.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $670 | $2,671-74.9% | $4,083-83.6% | $4,212-84.1% |
| Admin fee / account holder | $245 | $4,497-94.6% | $6,065-96.0% | $7,344-96.7% |