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 | $788 | $48,230-98.4% | $67,502-98.8% | $80,856-99.0% |
| Participation rate | 76.9% | 66.4%+10.6pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 12.94% | 18.28%-5.3pp | 3512.12%-3499.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $620 | $2,924-78.8% | $4,000-84.5% | $4,296-85.6% |
| Admin fee / account holder | $290 | $3,681-92.1% | $3,998-92.7% | $6,918-95.8% |