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 | $1,187 | $77,899-98.5% | $149,673-99.2% | $75,163-98.4% |
| Participation rate | 89.7% | 65.6%+24.2pp | 78.8%+11.0pp | 67.2%+22.6pp |
| Annual return | 61.01% | 31.72%+29.3pp | 134.42%-73.4pp | 160.62%-99.6pp |
| Employer contribution / active EE | $578 | $3,137-81.6% | $4,818-88.0% | $2,670-78.3% |
| Participant deferral / active EE | $591 | $3,411-82.7% | $5,680-89.6% | $4,125-85.7% |
| Admin fee / account holder | $123 | $5,956-97.9% | $13,210-99.1% | $5,651-97.8% |