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 | $52,353-96.1% | $120,225-98.3% | $82,448-97.5% |
| Participation rate | 79.3% | 58.3%+21.0pp | 69.6%+9.7pp | 68.1%+11.2pp |
| Annual return | 24.24% | 61.85%-37.6pp | 439.23%-415.0pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $670 | $2,627-74.5% | $3,999-83.3% | $4,139-83.8% |
| Admin fee / account holder | $245 | $4,363-94.4% | $5,696-95.7% | $7,234-96.6% |