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 | $1,043 | $57,281-98.2% | $86,612-98.8% | $75,163-98.6% |
| Participation rate | 87.2% | 63.2%+24.0pp | 71.7%+15.5pp | 67.2%+20.0pp |
| Annual return | 373.35% | 2670.75%-2297.4pp | 591.07%-217.7pp | 160.62%+212.7pp |
| Employer contribution / active EE | $376 | $2,314-83.8% | $3,022-87.6% | $2,670-85.9% |
| Participant deferral / active EE | $583 | $3,318-82.4% | $4,438-86.9% | $4,125-85.9% |
| Admin fee / account holder | $61 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |