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 5-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 | $586 | $61,605-99.0% | $112,229-99.5% | $75,163-99.2% |
| Participation rate | 83.8% | 61.7%+22.1pp | 72.4%+11.4pp | 67.2%+16.6pp |
| Annual return | 22.23% | 28.47%-6.2pp | 30.20%-8.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $368 | $3,108-88.2% | $4,798-92.3% | $4,125-91.1% |
| Admin fee / account holder | $46 | $4,862-99.0% | $7,748-99.4% | $5,651-99.2% |