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 | $545 | $111,724-99.5% | $93,606-99.4% | $145,922-99.6% |
| Participation rate | 79.2% | 74.2%+5.0pp | 68.7%+10.4pp | 80.3%-1.1pp |
| Annual return | 23.23% | 202.98%-179.8pp | 133.20%-110.0pp | 561.29%-538.1pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $459 | $4,912-90.7% | $4,411-89.6% | $6,688-93.1% |
| Admin fee / account holder | $116 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |