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 | $1,432 | $57,016-97.5% | $84,966-98.3% | $80,856-98.2% |
| Participation rate | 76.0% | 56.3%+19.7pp | 67.5%+8.5pp | 67.6%+8.4pp |
| Annual return | 11.30% | 21.66%-10.4pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $559 | $3,110-82.0% | $4,519-87.6% | $4,296-87.0% |
| Admin fee / account holder | $129 | $4,980-97.4% | $6,149-97.9% | $6,918-98.1% |