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 | $825 | $96,305-99.1% | $80,569-99.0% | $139,434-99.4% |
| Participation rate | 73.9% | 73.6%+0.3pp | 67.0%+6.9pp | 80.3%-6.4pp |
| Annual return | 27.72% | 1350.08%-1322.4pp | 935.43%-907.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $377 | $5,232-92.8% | $4,447-91.5% | $6,710-94.4% |
| Admin fee / account holder | $30 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |