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 | $12,228 | $127,065-90.4% | $113,168-89.2% | $142,382-91.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.19% | 24.03%-11.8pp | 24.27%-12.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,092 | $3,442-68.3% | $2,975-63.3% | $4,299-74.6% |
| Participant deferral / active EE | $1,781 | $5,716-68.9% | $5,107-65.1% | $6,507-72.6% |
| Admin fee / account holder | $80 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |