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 | $6,666 | $163,101-95.9% | $136,749-95.1% | $142,382-95.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 25.28% | 27.54%-2.3pp | 24.33%+1.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,015 | $4,117-75.3% | $3,400-70.1% | $4,299-76.4% |
| Participant deferral / active EE | $1,015 | $5,585-81.8% | $4,692-78.4% | $6,507-84.4% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |