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 5-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 | $361 | $25,014-98.6% | $69,701-99.5% | $80,874-99.6% |
| Participation rate | 90.6% | 64.2%+26.3pp | 66.4%+24.1pp | 67.6%+22.9pp |
| Annual return | 13.01% | 19.07%-6.1pp | 100.32%-87.3pp | 35.62%-22.6pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $472 | $1,839-74.3% | $2,887-83.6% | $4,297-89.0% |
| Admin fee / account holder | $87 | $2,488-96.5% | $4,717-98.2% | $6,935-98.7% |