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 | $386 | $48,265-99.2% | $68,791-99.4% | $68,494-99.4% |
| Participation rate | 75.9% | 60.7%+15.2pp | 69.0%+6.8pp | 67.9%+8.0pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $392 | $2,867-86.3% | $3,941-90.1% | $4,027-90.3% |
| Admin fee / account holder | $36 | $4,355-99.2% | $4,932-99.3% | $5,403-99.3% |