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 | $4,628 | $106,515-95.7% | $96,683-95.2% | $139,434-96.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.00% | 38.43%-7.4pp | 35.69%-4.7pp | 372.94%-341.9pp |
| Employer contribution / active EE | $960 | $4,103-76.6% | $3,737-74.3% | $4,751-79.8% |
| Participant deferral / active EE | $1,170 | $5,454-78.5% | $4,878-76.0% | $6,710-82.6% |
| Admin fee / account holder | $51 | $7,877-99.4% | $6,730-99.2% | $11,403-99.6% |