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 | $6,929 | $148,534-95.3% | $135,903-94.9% | $139,434-95.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 29.66% | 79.19%-49.5pp | 68.23%-38.6pp | 372.94%-343.3pp |
| Employer contribution / active EE | $1,041 | $5,243-80.1% | $4,856-78.6% | $4,751-78.1% |
| Participant deferral / active EE | $2,301 | $8,100-71.6% | $7,758-70.3% | $6,710-65.7% |
| Admin fee / account holder | $192 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |