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 | $2,369 | $117,983-98.0% | $101,794-97.7% | $142,382-98.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 21.80% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $507 | $2,773-81.7% | $2,289-77.8% | $4,299-88.2% |
| Participant deferral / active EE | $984 | $4,714-79.1% | $4,084-75.9% | $6,507-84.9% |
| Admin fee / account holder | $42 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |