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 | $17,658 | $77,503-77.2% | $100,391-82.4% | $80,856-78.2% |
| Participation rate | 94.1% | 76.9%+17.2pp | 81.5%+12.6pp | 67.6%+26.5pp |
| Annual return | 14.92% | 37.20%-22.3pp | 49.20%-34.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,512 | $2,801-10.3% | $3,942-36.3% | $2,755-8.8% |
| Participant deferral / active EE | $2,472 | $6,820-63.8% | $8,082-69.4% | $4,296-42.5% |
| Admin fee / account holder | $226 | $5,897-96.2% | $7,899-97.1% | $6,918-96.7% |