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 9-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 | $1,642 | $54,541-97.0% | $78,778-97.9% | $70,131-97.7% |
| Participation rate | 76.8% | 60.8%+16.0pp | 69.2%+7.6pp | 69.5%+7.3pp |
| Annual return | 20.91% | 21.07%-0.2pp | 35.62%-14.7pp | 73.14%-52.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $578 | $2,210-73.8% | $2,958-80.5% | $3,332-82.6% |
| Admin fee / account holder | $158 | $3,709-95.7% | $5,134-96.9% | $4,645-96.6% |