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 | $3,389 | $88,672-96.2% | $105,223-96.8% | $82,448-95.9% |
| Participation rate | 98.9% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.8pp |
| Annual return | 19.73% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $727 | $4,036-82.0% | $5,072-85.7% | $4,139-82.4% |
| Admin fee / account holder | $109 | $7,146-98.5% | $8,859-98.8% | $7,234-98.5% |