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 | $1,047 | $110,257-99.0% | $96,544-98.9% | $139,434-99.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 30.40% | 26.32%+4.1pp | 25.84%+4.6pp | 372.94%-342.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $574 | $5,548-89.7% | $4,851-88.2% | $6,710-91.4% |
| Admin fee / account holder | $6 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |