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 | $999 | $73,867-98.6% | $143,757-99.3% | $68,494-98.5% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $455 | $3,184-85.7% | $4,951-90.8% | $2,596-82.5% |
| Participant deferral / active EE | $492 | $3,384-85.5% | $5,637-91.3% | $4,027-87.8% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |