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 3-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 | $1,957 | $58,627-96.7% | $76,735-97.4% | $82,448-97.6% |
| Participation rate | 74.5% | 63.2%+11.2pp | 69.5%+5.0pp | 68.1%+6.4pp |
| Annual return | 32.48% | 39.10%-6.6pp | 29.77%+2.7pp | 41.64%-9.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $671 | $3,134-78.6% | $4,088-83.6% | $4,139-83.8% |
| Admin fee / account holder | $266 | $5,323-95.0% | $7,189-96.3% | $7,234-96.3% |