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 | $1,492 | $49,915-97.0% | $154,803-99.0% | $74,304-98.0% |
| Participation rate | 77.0% | 54.0%+23.0pp | 78.1%-1.1pp | 60.3%+16.7pp |
| Annual return | 20.88% | 34.06%-13.2pp | 58.88%-38.0pp | 29.43%-8.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $433 | $2,255-80.8% | $5,540-92.2% | $3,767-88.5% |
| Admin fee / account holder | $32 | $2,189-98.5% | $14,329-99.8% | $2,969-98.9% |