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 | $5,895 | $210,648-97.2% | $177,989-96.7% | $145,922-96.0% |
| Participation rate | 85.0% | 80.8%+4.2pp | 77.1%+7.9pp | 80.3%+4.7pp |
| Annual return | 12.36% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $762 | $4,565-83.3% | $3,949-80.7% | $4,660-83.6% |
| Participant deferral / active EE | $948 | $6,958-86.4% | $6,276-84.9% | $6,688-85.8% |
| Admin fee / account holder | $172 | $12,013-98.6% | $10,363-98.3% | $13,397-98.7% |