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 | $1,083 | $63,703-98.3% | $93,063-98.8% | $82,448-98.7% |
| Participation rate | 86.4% | 63.8%+22.5pp | 72.1%+14.2pp | 68.1%+18.3pp |
| Annual return | 25.61% | -775.43%+801.0pp | 34.15%-8.5pp | 41.64%-16.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $468 | $2,919-84.0% | $3,958-88.2% | $4,139-88.7% |
| Admin fee / account holder | $63 | $5,982-99.0% | $6,033-99.0% | $7,234-99.1% |