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.
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 | $1,642 | $92,798-98.2% | $96,707-98.3% | $137,256-98.8% |
| Participation rate | 77.8% | 81.6%-3.9pp | 80.4%-2.6pp | 80.0%-2.2pp |
| Annual return | 87.30% | 31.24%+56.1pp | 34.78%+52.5pp | 220.34%-133.0pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $990 | $5,877-83.2% | $5,997-83.5% | $6,407-84.5% |
| Admin fee / account holder | $136 | $7,946-98.3% | $7,503-98.2% | $12,270-98.9% |