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 | $4,080 | $133,922-97.0% | $116,228-96.5% | $142,382-97.1% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 23.18% | 147.76%-124.6pp | 90.06%-66.9pp | 217.08%-193.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,378 | $5,672-75.7% | $4,953-72.2% | $6,507-78.8% |
| Admin fee / account holder | $60 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |