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 | $54,705-99.2% | $71,209-99.4% | $84,808-99.5% |
| Participation rate | 87.3% | 64.1%+23.3pp | 73.8%+13.6pp | 68.3%+19.0pp |
| Annual return | 93.27% | 35.90%+57.4pp | 282.51%-189.2pp | 40.90%+52.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $486 | $3,030-84.0% | $4,175-88.4% | $4,212-88.5% |
| Admin fee / account holder | $182 | $4,863-96.3% | $5,349-96.6% | $7,344-97.5% |