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 3-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 | $1,452 | $70,756-97.9% | $65,493-97.8% | $142,382-99.0% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 23.63% | 1754.89%-1731.3pp | 982.45%-958.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $318 | $2,881-89.0% | $2,574-87.7% | $4,299-92.6% |
| Participant deferral / active EE | $552 | $4,637-88.1% | $3,961-86.1% | $6,507-91.5% |
| Admin fee / account holder | $124 | $6,559-98.1% | $5,028-97.5% | $12,624-99.0% |