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 5-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 | $3,604 | $46,553-92.3% | $64,056-94.4% | $75,163-95.2% |
| Participation rate | 88.0% | 65.9%+22.1pp | 72.3%+15.7pp | 67.2%+20.8pp |
| Annual return | 17.64% | 26.03%-8.4pp | 33.69%-16.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $651 | $1,974-67.0% | $2,747-76.3% | $2,670-75.6% |
| Participant deferral / active EE | $336 | $2,837-88.2% | $3,880-91.3% | $4,125-91.9% |
| Admin fee / account holder | $233 | $2,952-92.1% | $3,068-92.4% | $5,651-95.9% |