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 | $2,819 | $126,574-97.8% | $106,213-97.3% | $145,922-98.1% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 16.37% | 224.79%-208.4pp | 116.14%-99.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,421 | $5,724-75.2% | $5,016-71.7% | $6,688-78.8% |
| Admin fee / account holder | $47 | $17,304-99.7% | $11,033-99.6% | $13,397-99.7% |