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 | $685 | $68,547-99.0% | $120,354-99.4% | $80,856-99.2% |
| Participation rate | 86.1% | 61.6%+24.5pp | 71.9%+14.2pp | 67.6%+18.5pp |
| Annual return | 17.03% | 23.60%-6.6pp | 107.15%-90.1pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $389 | $3,173-87.8% | $4,991-92.2% | $4,296-91.0% |
| Admin fee / account holder | $36 | $5,732-99.4% | $9,423-99.6% | $6,918-99.5% |