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 6-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 | $2,953 | $86,929-96.6% | $102,423-97.1% | $80,856-96.3% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.4pp |
| Annual return | 0.00% | 18.88%-18.9pp | 29.32%-29.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,133 | $2,369-52.2% | $3,023-62.5% | $2,755-58.9% |
| Participant deferral / active EE | $1,454 | $4,118-64.7% | $5,053-71.2% | $4,296-66.2% |
| Admin fee / account holder | $43 | $8,049-99.5% | $9,451-99.5% | $6,918-99.4% |