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 | $441 | $51,638-99.1% | $68,368-99.4% | $82,448-99.5% |
| Participation rate | 87.3% | 63.6%+23.7pp | 73.8%+13.6pp | 68.1%+19.3pp |
| Annual return | 93.27% | 37.53%+55.7pp | 292.57%-199.3pp | 41.64%+51.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $486 | $2,914-83.3% | $4,123-88.2% | $4,139-88.3% |
| Admin fee / account holder | $182 | $4,643-96.1% | $5,150-96.5% | $7,234-97.5% |