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 3-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 | $4,176 | $76,407-94.5% | $150,298-97.2% | $82,448-94.9% |
| Participation rate | 73.6% | 66.4%+7.2pp | 77.8%-4.2pp | 68.1%+5.5pp |
| Annual return | 44.28% | 39.99%+4.3pp | 62.79%-18.5pp | 41.64%+2.6pp |
| Employer contribution / active EE | $557 | $2,614-78.7% | $4,154-86.6% | $2,551-78.2% |
| Participant deferral / active EE | $726 | $3,214-77.4% | $5,453-86.7% | $4,139-82.5% |
| Admin fee / account holder | $15 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |