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 | $1,631 | $109,881-98.5% | $150,045-98.9% | $84,808-98.1% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 16.65% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $561 | $6,636-91.5% | $7,997-93.0% | $4,212-86.7% |
| Admin fee / account holder | $188 | $8,568-97.8% | $13,435-98.6% | $7,344-97.4% |